Suhm Spring Works, Inc. 401(K) Plan — Form 5500 plan (Suhm Spring Works, 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, Suhm Spring Works, Inc. 401(K) Plan is a benefit plan reported by Suhm Spring Works, Inc. under EIN 74-1359481 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $16,101,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suhm Spring Works, Inc.
EIN
74-1359481
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
265
End-of-year plan assets
$16,101,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241009153811NAL0019555329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,101,777
Total liabilities (EOY)
$0
Net assets (EOY)
$16,101,777
Net assets (BOY)
$16,106,440

Income & contributions

Employer contributions
$622,320
Participant contributions
$801,829
Total contributions
$1,424,149
Total income / additions
$3,773,137

Expenses & distributions

Benefits paid
$3,772,154
Administrative expenses
$5,525
Total expenses
$3,777,800
Net increase / (decrease)
-$4,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement Advisory ServiceSERVICE PROVIDER$0$34,7242023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$5,525$02023

Related Form 5500 pages