2023 Form 5500 filing — Sarris Candies, Inc. Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012103822NAL0041380928001) for Sarris Candies, Inc. Profit Sharing 401(K) Plan, reported by Sarris Candies, Inc. under EIN 25-1401248 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012103822NAL0041380928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sarris Candies, Inc.
- EIN
- 25-1401248
- Plan number
- 001
- Location
- Canonsburg, PA
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,213,442
- Total liabilities (EOY)
- $23,004
- Net assets (EOY)
- $13,190,438
- Employer contributions
- $175,628
- Participant contributions
- $431,173
- Total income / additions
- $2,622,603
- Benefits paid
- $344,478
- Administrative expenses
- $3,648
- Total expenses
- $374,425
- Net increase / (decrease)
- $2,248,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services, Inc. | BROKER/ADVISO R | $0 | $27,447 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $2,325 | $5,884 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,843 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $50 | not reported in the loaded dataset |