How big is Serien Mfg's plan?

Serien Mfg's plan reported $19K in assets and 4 participants for 2022.

Original filing (PDF)20231031140328NAL0012896673001

Serien Mfg

Name: Serien Mfg — Serien Manufacturing Inc., Form 5500 (2022)
Creator: Serien Mfg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serien Manufacturing Inc.

401(k) retirement plan · Serien Mfg's Serien Manufacturing Inc. held $19K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

SAMI Odishoo signed Serien Mfg's 2022 Form 5500 as plan administrator.

SAMI Odishoo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Serien Mfg's EIN is 26-3792312.

EIN 26-3792312

Plan number 001

Plan year 2022

ACK ID 20231031140328NAL0012896673001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Serien Mfg from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Serien Mfg's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SERIEN MFG

EIN

all filings

Address

900 S EASTWOOD DR · WOODSTOCK, IL · 60098

Phone

(815) 337-1447

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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