The Satilla Rural Electric Membership Corporation 401(K) Savings Plan — Form 5500 plan (Satilla Emc)

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, The Satilla Rural Electric Membership Corporation 401(K) Savings Plan is a benefit plan reported by Satilla Emc under EIN 58-0417350 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $28,137,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Satilla Emc
EIN
58-0417350
Plan number
001
Plan type
2
Location
Alma, GA
Latest filing year
2023
Participants
167
End-of-year plan assets
$28,137,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20250506103917NAL0009157473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,137,728
Total liabilities (EOY)
$406
Net assets (EOY)
$28,137,322
Net assets (BOY)
$23,843,145

Income & contributions

Employer contributions
$908,789
Participant contributions
$1,058,036
Total contributions
$1,996,344
Total income / additions
$5,677,829

Expenses & distributions

Benefits paid
$1,381,225
Administrative expenses
$2,427
Total expenses
$1,383,652
Net increase / (decrease)
$4,294,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial Svcs AdvINVESTMENT ADVISOR$48,787not reported in the loaded dataset2023
Ascensus Holdings Inc DbaCONTRACT ADMIN$19,515not reported in the loaded dataset2023
Ascensus IncCONTRACT ADMIN$0$12,2342023
Empower Annuity Insurance CompanyRECORDKEEPER$0$2,5022023

Related Form 5500 pages