859 Us Employee Stock Ownership Plan — Form 5500 plan (Sullivan Investment 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, 859 Us Employee Stock Ownership Plan is a benefit plan reported by Sullivan Investment Co., Inc. under EIN 04-2682840 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $10,442,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sullivan Investment Co., Inc.
- EIN
- 04-2682840
- Plan number
- 002
- Plan type
- 2
- Location
- Norwell, MA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $10,442,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H | 20241014203258NAL0047431120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,442,747
- Total liabilities (EOY)
- $61,963,155
- Net assets (EOY)
- -$51,520,408
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $3,381,563
- Total contributions
- $3,381,563
- Total income / additions
- -$51,036,952
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $483,456
- Net increase / (decrease)
- -$51,520,408
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.