Sp 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Si Mortgage Co. Dba Sistar Mortgage Co. · Michigan · Finance & Insurance
What the 2023 filing shows
Sp 401(k) Plan holds $400K for 141 participants — about $2,836 per participant, up 46.8% over the 2022 plan year.
- $400K
- total plan assets (2022 EOY)
- 141
- covered participants
- $2,836
- avg assets per participant
- +46.8%
- assets growth YoY
What the Filing Says About Sp 401(k) Plan
Sp 401(k) Plan is a 401(k) retirement plan sponsored by Si Mortgage Co. Dba Sistar Mortgage Co., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $400K in total end-of-year assets and covers 141 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 020625411, and the plan has been effective since 2020-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $272K at the beginning of 2022 to $400K at year-end — a gain of 46.8%. Net assets (after liabilities) closed the year at $400K, with reported net income of $127K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $272K |
| Total Assets (End of Year) | $400K |
| Net Assets (End of Year) | $400K |
| Net Income | $127K |
| Plan Type | 401(k) |
| Employer EIN | 020625411 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
- Stryker Corporation 401(k) Savings and Retirement Plan $6.6B · 24,750
- Whirlpool 401(k) Retirement Plan $3.3B · 19,575
Related Data
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 020625411.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.