Plan5500

Security Lock Distributors, Inc. Cash Balance Plan — Form 5500 plan (Security Lock Distributors, 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, Security Lock Distributors, Inc. Cash Balance Plan is a benefit plan reported by Security Lock Distributors, Inc. under EIN 04-2456930 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $10,936,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Lock Distributors, Inc.
EIN
04-2456930
Plan number
003
Plan type
2
Location
Westwood, MA
Latest filing year
2023
Participants
212
End-of-year plan assets
$10,936,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241014200536NAL0045840848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,936,506
Total liabilities (EOY)
$0
Net assets (EOY)
$10,936,506
Net assets (BOY)
$10,167,831

Income & contributions

Employer contributions
$189,900
Total contributions
$189,900
Total income / additions
$863,126

Expenses & distributions

Benefits paid
$88,462
Administrative expenses
$5,989
Total expenses
$94,451
Net increase / (decrease)
$768,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$5,989not reported in the loaded dataset2023

Related Form 5500 pages