Syufy Enterprises Retirement Plan — Form 5500 plan (Syufy Enterprises, L.P.)

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, Syufy Enterprises Retirement Plan is a benefit plan reported by Syufy Enterprises, L.P. under EIN 94-2167713 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,220 participants and $45,658,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Syufy Enterprises, L.P.
EIN
94-2167713
Plan number
001
Plan type
2
Location
San Rafael, CA
Latest filing year
2023
Participants
1,220
End-of-year plan assets
$45,658,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,220H, C20241011155351NAL0039373600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,658,330
Total liabilities (EOY)
$0
Net assets (EOY)
$45,658,330
Net assets (BOY)
$36,966,269

Income & contributions

Employer contributions
$983,295
Participant contributions
$2,255,906
Total contributions
$3,282,397
Total income / additions
$10,880,922

Expenses & distributions

Benefits paid
$2,094,394
Administrative expenses
$94,467
Total expenses
$2,188,861
Net increase / (decrease)
$8,692,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$50,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37,467$02023
Pisenti And BrinkerACCOUNTANT/AUDITOR$7,000not reported in the loaded dataset2023

Related Form 5500 pages