Solaris Foundation 401(K) Retirement Plan — Form 5500 plan (Solaris Foundation, 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, Solaris Foundation 401(K) Retirement Plan is a benefit plan reported by Solaris Foundation, Inc. under EIN 45-5611172 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,374 participants and $22,557,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solaris Foundation, Inc.
EIN
45-5611172
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
Participants
2,374
End-of-year plan assets
$22,557,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,374H, C20240820091959NAL0005564050001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,557,431
Total liabilities (EOY)
$0
Net assets (EOY)
$22,557,431
Net assets (BOY)
$24,844,925

Income & contributions

Employer contributions
$242,959
Participant contributions
$1,970,320
Total contributions
$2,240,743
Total income / additions
$5,192,155

Expenses & distributions

Benefits paid
$5,625,862
Administrative expenses
$103,055
Total expenses
$5,734,043
Net increase / (decrease)
-$541,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holding Securitues, Inc.INVESTMENT ADVISORY$56,104$1292023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,171$02023
Acuff & Associates, Inc.TPA$19,780$02023

Related Form 5500 pages