Sundaram Clayton Usa, LLC - 401(K) — Form 5500 plan (Sundaram Clayton Usa, 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, Sundaram Clayton Usa, LLC - 401(K) is a benefit plan reported by Sundaram Clayton Usa, LLC under EIN 47-5086980 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $1,076,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sundaram Clayton Usa, LLC
EIN
47-5086980
Plan number
001
Plan type
2
Location
Ridgeville, SC
Latest filing year
2023
Participants
174
End-of-year plan assets
$1,076,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241015163802NAL0058750738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,076,804
Total liabilities (EOY)
$0
Net assets (EOY)
$1,076,804
Net assets (BOY)
$663,421

Income & contributions

Employer contributions
$196,966
Participant contributions
$300,501
Total contributions
$497,467
Total income / additions
$622,831

Expenses & distributions

Benefits paid
$189,691
Administrative expenses
$19,757
Total expenses
$209,448
Net increase / (decrease)
$413,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$11,116$02023
Transamerica Financial Life InsRECORD KEEPER$8,641$02023

Related Form 5500 pages