Superior Brokerage Services, Inc. 401(K) Plan — Form 5500 plan (Superior Brokerage Services, 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, Superior Brokerage Services, Inc. 401(K) Plan is a benefit plan reported by Superior Brokerage Services, Inc. under EIN 41-1922334 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $6,100,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Brokerage Services, Inc.
EIN
41-1922334
Plan number
001
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
376
End-of-year plan assets
$6,100,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023376H, C20241016133300NAL0031861441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,100,682
Total liabilities (EOY)
$0
Net assets (EOY)
$6,100,682
Net assets (BOY)
$12,217,738

Income & contributions

Employer contributions
$626,399
Participant contributions
$1,025,447
Total contributions
$1,889,405
Total income / additions
$3,766,827

Expenses & distributions

Benefits paid
$9,707,393
Administrative expenses
$176,490
Total expenses
$9,883,883
Net increase / (decrease)
-$6,117,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compass Capital Management, Inc.NONE$113,001not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$63,489not reported in the loaded dataset2023

Related Form 5500 pages