401(K) Profit Sharing Plan For Employees Of Sarah Tuxis Residential Services, Inc. — Form 5500 plan (Sarah Tuxis Residential Servic)

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, 401(K) Profit Sharing Plan For Employees Of Sarah Tuxis Residential Services, Inc. is a benefit plan reported by Sarah Tuxis Residential Servic under EIN 06-1297908 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $2,902,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sarah Tuxis Residential Servic
EIN
06-1297908
Plan number
002
Plan type
2
Location
Guilford, CT
Latest filing year
2023
Participants
266
End-of-year plan assets
$2,902,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20250415090441NAL0005928994001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,902,637
Total liabilities (EOY)
$0
Net assets (EOY)
$2,902,637
Net assets (BOY)
$2,651,837

Income & contributions

Employer contributions
$300,000
Participant contributions
$203,548
Total contributions
$503,548
Total income / additions
$782,931

Expenses & distributions

Benefits paid
$530,823
Administrative expenses
$1,308
Total expenses
$532,131
Net increase / (decrease)
$250,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$1,308$02023

Related Form 5500 pages