Plan5500

Slocum And Sons 401(K) Plan — Form 5500 plan (Slocum & Sons, 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, Slocum And Sons 401(K) Plan is a benefit plan reported by Slocum & Sons, Inc. under EIN 16-1506643 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $10,458,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Slocum & Sons, Inc.
EIN
16-1506643
Plan number
002
Plan type
2
Location
North Haven, CT
Latest filing year
2023
Participants
157
End-of-year plan assets
$10,458,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241125144016NAL0007988160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,458,100
Total liabilities (EOY)
$0
Net assets (EOY)
$10,458,100
Net assets (BOY)
$9,457,569

Income & contributions

Employer contributions
$151,740
Participant contributions
$481,250
Total contributions
$810,508
Total income / additions
$3,028,270

Expenses & distributions

Benefits paid
$1,995,862
Administrative expenses
$3,841
Total expenses
$2,027,739
Net increase / (decrease)
$1,000,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$844$02023

Related Form 5500 pages