Senior Resource Group 401(K) Retirement Plan — Form 5500 plan (Srg Operating, 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, Senior Resource Group 401(K) Retirement Plan is a benefit plan reported by Srg Operating, Inc. under EIN 91-2160583 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,624 participants and $33,971,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Srg Operating, Inc.
- EIN
- 91-2160583
- Plan number
- 001
- Plan type
- 2
- Location
- Solana Beach, CA
- Latest filing year
- 2023
- Participants
- 2,624
- End-of-year plan assets
- $33,971,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,624 | H, C | 20241011094007NAL0036545120004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,971,828
- Net assets (EOY)
- $33,971,828
- Net assets (BOY)
- $28,277,497
Income & contributions
- Employer contributions
- $1,444,494
- Participant contributions
- $3,932,983
- Total contributions
- $5,783,537
- Total income / additions
- $10,088,065
Expenses & distributions
- Benefits paid
- $4,039,494
- Administrative expenses
- $298,807
- Total expenses
- $4,393,734
- Net increase / (decrease)
- $5,694,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Administrative Fiduciary Services | OTHER | $92,627 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $69,797 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $46,611 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $38,861 | $0 | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $28,856 | $0 | 2023 |
| Ling & Bouman Cpas Llp | OTHER | $14,100 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,955 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Srg Operating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Solana Beach, CA
- Administrative Fiduciary Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Ling & Bouman Cpas Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation