Sl America 401(K) Retirement Plan — Form 5500 plan (Sl America Corporation)

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, Sl America 401(K) Retirement Plan is a benefit plan reported by Sl America Corporation under EIN 62-1835608 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,092 participants and $22,865,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sl America Corporation
EIN
62-1835608
Plan number
001
Plan type
2
Location
Clinton, TN
Latest filing year
2023
Participants
2,092
End-of-year plan assets
$22,865,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,092H, C20241014121401NAL0053458130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,865,084
Total liabilities (EOY)
$0
Net assets (EOY)
$22,865,084
Net assets (BOY)
$16,821,774

Income & contributions

Employer contributions
$1,057,365
Participant contributions
$2,777,411
Total contributions
$4,491,404
Total income / additions
$7,830,545

Expenses & distributions

Benefits paid
$1,695,105
Administrative expenses
$32,118
Total expenses
$1,787,235
Net increase / (decrease)
$6,043,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,175$02023
Strategic Advisors, Inc.ADVISOR$13,939not reported in the loaded dataset2023

Related Form 5500 pages