Sr Technologies, Inc. 401(K) Plan — Form 5500 plan (Sr Technologies, Inc.)

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, Sr Technologies, Inc. 401(K) Plan is a benefit plan reported by Sr Technologies, Inc. under EIN 65-0899433 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $25,951,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sr Technologies, Inc.
EIN
65-0899433
Plan number
001
Plan type
2
Location
Sunrise, FL
Latest filing year
2023
Participants
224
End-of-year plan assets
$25,951,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20240726150102NAL0010335571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,951,291
Total liabilities (EOY)
$0
Net assets (EOY)
$25,951,291
Net assets (BOY)
$21,021,803

Income & contributions

Employer contributions
$856,567
Participant contributions
$1,881,476
Total contributions
$2,911,557
Total income / additions
$6,960,460

Expenses & distributions

Benefits paid
$2,029,516
Administrative expenses
$1,456
Total expenses
$2,030,972
Net increase / (decrease)
$4,929,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$0$55,4382023
Fidelity Investments InstitutionalRECORDKEEPER$1,456$02023

Related Form 5500 pages