Sri Management Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Sri Management Llc 401(k) Plan Facts (plan year 2020)

Plan name
SRI MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SRI MANAGEMENT LLC
Participants
1,173 (773 active employees)
Former employees with a balance
318
Plan assets
$1,631,713 at Dec 31, 2020
Average account balance
$2,823 across 578 accounts
Employer contributions
$146,114 in plan year 2020 (16% of all contributions)
Recordkeeper
Paychex, Inc.
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Jan 1, 2010
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Apr 22, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $892,845 went into the plan in contributions, $146,114 of it from the employer (16%).
  • $176,736 was paid out to participants.
  • Investment and other income added $267,184.
  • Administrative expenses were $22,608, about $39 per account.

How the Sri Management Llc 401(k) changed, 2018–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018548$526,234$43,576$42,800
2019909$973,844$80,415$145,353
20201,173$1.63 million$146,114$176,736

Sri Management Llc 401(k) Contact Information

Phone
850-583-7990
Mailing address
2573 BARRINGTON CIRCLE, TALLAHASSEE FL 32308
Plan sponsor
SRI MANAGEMENT LLC
Employer identification number (EIN)
59-3619244
Plan number
001

Questions about the Sri Management Llc 401(k)

Is the Sri Management Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does Sri Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $146,114, 16% of all contributions.

Does the Sri Management Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sri Management Llc 401(k) plan?

1,173 participants at the start of plan year 2020, 773 of them active employees, and 318 former employees who still had money in the plan.

What is the average 401(k) balance at Sri Management Llc?

About $2,823 per account: $1.63 million in plan assets across 578 accounts with a balance at the end of plan year 2020.

Who manages the Sri Management Llc 401(k) accounts?

Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

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