Sussex Im 401(K) Plan — Form 5500 plan (Sussex Im, 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, Sussex Im 401(K) Plan is a benefit plan reported by Sussex Im, Inc. under EIN 90-0508625 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $38,077,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sussex Im, Inc.
- EIN
- 90-0508625
- Plan number
- 001
- Plan type
- 2
- Location
- Sussex, WI
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $38,077,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20240925160704NAL0015016385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,077,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,077,265
- Net assets (BOY)
- $34,068,370
Income & contributions
- Employer contributions
- $629,938
- Participant contributions
- $1,097,805
- Total contributions
- $2,727,782
- Total income / additions
- $8,610,701
Expenses & distributions
- Benefits paid
- $4,564,852
- Administrative expenses
- $25,485
- Total expenses
- $4,601,806
- Net increase / (decrease)
- $4,008,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Envestnet Retirement Solutions, LLC | OTHER | $13,751 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,734 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
| Gwfs Equities Inc | SHAREHOLDER SERVICING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sussex Im, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sussex, WI
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation