Salina Vortex Employees' Retirement Plan — Form 5500 plan (Salina Vortex Corp.)
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, Salina Vortex Employees' Retirement Plan is a benefit plan reported by Salina Vortex Corp. under EIN 48-0864772 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $22,763,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salina Vortex Corp.
- EIN
- 48-0864772
- Plan number
- 001
- Plan type
- 2
- Location
- Salina, KS
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $22,763,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20240805081106NAL0002335218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,763,244
- Total liabilities (EOY)
- $2,372
- Net assets (EOY)
- $22,760,872
- Net assets (BOY)
- $18,225,701
Income & contributions
- Employer contributions
- $838,716
- Participant contributions
- $1,546,841
- Total contributions
- $2,826,740
- Total income / additions
- $6,177,160
Expenses & distributions
- Benefits paid
- $1,544,270
- Administrative expenses
- $97,719
- Total expenses
- $1,641,989
- Net increase / (decrease)
- $4,535,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $56,320 | $0 | 2023 |
| Moneta Grp. Investment Advisors LLC | ADVISOR | $34,086 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $7,313 | $0 | 2023 |