2023 Form 5500 filing — Security Lock Distributors, Inc. Cash Balance 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 20241014200536NAL0045840848001) for Security Lock Distributors, Inc. Cash Balance Plan, reported by Security Lock Distributors, Inc. under EIN 04-2456930 and plan number 003. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014200536NAL0045840848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security Lock Distributors, Inc.
- EIN
- 04-2456930
- Plan number
- 003
- Location
- Westwood, MA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,936,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,936,506
- Employer contributions
- $189,900
- Total income / additions
- $863,126
- Benefits paid
- $88,462
- Administrative expenses
- $5,989
- Total expenses
- $94,451
- Net increase / (decrease)
- $768,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | N/A | $5,989 | not reported in the loaded dataset |