Plan5500

S.B. Collins, Inc. 401(K) Plan — Form 5500 plan (S.B. Collins, Inc.)

Plain-English plan 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, S.B. Collins, Inc. 401(K) Plan is a benefit plan reported by S.B. Collins, Inc. under EIN 03-0175405 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $9,359,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.B. Collins, Inc.
EIN
03-0175405
Plan number
001
Plan type
2
Location
St. Albans, VT
Latest filing year
2023
Participants
276
End-of-year plan assets
$9,359,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241015135903NAL0014771875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,359,130
Total liabilities (EOY)
$0
Net assets (EOY)
$9,359,130
Net assets (BOY)
$7,751,899

Income & contributions

Employer contributions
$258,503
Participant contributions
$562,820
Total contributions
$1,332,988
Total income / additions
$2,435,514

Expenses & distributions

Benefits paid
$751,969
Administrative expenses
$66,533
Total expenses
$828,283
Net increase / (decrease)
$1,607,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$38,934not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,599$02023

Related Form 5500 pages