S. Strock & Co., Inc. Profit Sharing 401(K) Plan — Form 5500 plan (S. Strock & Co., 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. Strock & Co., Inc. Profit Sharing 401(K) Plan is a benefit plan reported by S. Strock & Co., Inc. under EIN 04-1877860 and plan number 002. The latest loaded filing year is 2023. The filing reports 23 participants and $6,853,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S. Strock & Co., Inc.
- EIN
- 04-1877860
- Plan number
- 002
- Plan type
- 2
- Location
- Chelsea, MA
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $6,853,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240729132040NAL0019361153001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,853,677
- Net assets (EOY)
- $6,853,677
- Net assets (BOY)
- $5,808,315
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $150,425
- Total income / additions
- $1,276,038
Expenses & distributions
- Benefits paid
- $218,360
- Administrative expenses
- $12,316
- Total expenses
- $230,676
- Net increase / (decrease)
- $1,045,362
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.