Suse 401(K) Plan — Form 5500 plan (Suse, LLC.)

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, Suse 401(K) Plan is a benefit plan reported by Suse, LLC. under EIN 45-4703967 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $45,927,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suse, LLC.
EIN
45-4703967
Plan number
001
Plan type
2
Location
Pleasant Grove, UT
Latest filing year
2023
Participants
894
End-of-year plan assets
$45,927,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023894H, C20241015161909NAL0015066675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,927,470
Total liabilities (EOY)
$0
Net assets (EOY)
$45,927,470
Net assets (BOY)
$31,915,595

Income & contributions

Employer contributions
$2,041,625
Participant contributions
$8,866,695
Total contributions
$12,097,641
Total income / additions
$18,617,175

Expenses & distributions

Benefits paid
$4,449,662
Administrative expenses
$140,631
Total expenses
$4,605,300
Net increase / (decrease)
$14,011,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$75,448$02023
Empower Advisory Group, LLCINVESTMENT MGMT$46,534not reported in the loaded dataset2023
Leafhouse Financial Advisors, LLCOTHER$18,649not reported in the loaded dataset2023
Qdro Consultants Company, LLCCONSULTING$0not reported in the loaded dataset2023

Related Form 5500 pages