Plan5500

Silver Birch Living 401(K) Savings Plan — Form 5500 plan (Silver Birch Services, LLC)

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, Silver Birch Living 401(K) Savings Plan is a benefit plan reported by Silver Birch Services, LLC under EIN 82-3479583 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $461,332 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Silver Birch Services, LLC
EIN
82-3479583
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
402
End-of-year plan assets
$461,332

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241014103629NAL0013145795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$461,332
Total liabilities (EOY)
$0
Net assets (EOY)
$461,332
Net assets (BOY)
$387,349

Income & contributions

Participant contributions
$146,184
Total contributions
$146,184
Total income / additions
$213,272

Expenses & distributions

Benefits paid
$116,993
Administrative expenses
$22,296
Total expenses
$139,289
Net increase / (decrease)
$73,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$12,650$02023
Peak Retirement GroupRECORDKEEPER$8,650$02023
Mma Securities LLCINVESTMENT ADVISORY- PL$979not reported in the loaded dataset2023

Related Form 5500 pages