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, Southern Research Institute 401(K) Plan is a benefit plan reported by Southern Research Institute under EIN 63-0288868 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,093 participants and $94,643,948 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,643,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,643,948
- Net assets (BOY)
- $89,888,606
Income & contributions
- Employer contributions
- $1,555,250
- Participant contributions
- $1,344,870
- Total contributions
- $2,980,685
- Total income / additions
- $17,333,917
Expenses & distributions
- Benefits paid
- $12,312,504
- Administrative expenses
- $266,071
- Total expenses
- $12,578,575
- Net increase / (decrease)
- $4,755,342