Sani-Matic, Inc. Retirement Savings Plan — Form 5500 plan (Sani-Matic, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sani-Matic, Inc. Retirement Savings Plan is a benefit plan reported by Sani-Matic, Inc. under EIN 39-2044486 and plan number 007. The latest loaded filing year is 2023. The filing reports 180 participants and $18,840,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sani-Matic, Inc.
EIN
39-2044486
Plan number
007
Plan type
2
Location
Sun Prairie, WI
Latest filing year
2023
Participants
180
End-of-year plan assets
$18,840,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240711084501NAL0010219075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,840,655
Net assets (EOY)
$18,840,655
Net assets (BOY)
$15,105,389

Income & contributions

Employer contributions
$207,908
Participant contributions
$1,148,948
Total contributions
$1,910,030
Total income / additions
$4,306,014

Expenses & distributions

Benefits paid
$512,183
Administrative expenses
$58,565
Total expenses
$570,748
Net increase / (decrease)
$3,735,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsINVESTMENT ADVISORY-PLAN$43,920not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$14,644$02023

Related Form 5500 pages