2023 Form 5500 filing — Siller Brothers Inc 401(K) Profit Sharing Plan & Trust
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 20241015170749NAL0050606880001) for Siller Brothers Inc 401(K) Profit Sharing Plan & Trust, reported by Siller Brothers Inc under EIN 94-1451856 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170749NAL0050606880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siller Brothers Inc
- EIN
- 94-1451856
- Plan number
- 001
- Location
- Yuba City, CA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,707,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,707,607
- Employer contributions
- $726,136
- Participant contributions
- $955,914
- Total income / additions
- $2,929,461
- Benefits paid
- $2,332,231
- Administrative expenses
- $30,137
- Total expenses
- $2,362,368
- Net increase / (decrease)
- $567,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Fbo Steve Barrilleaux | ADVISOR | $16,561 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $11,500 | not reported in the loaded dataset |