Plan5500

S.B.J.S., P.C. Profit Sharing Plan — Form 5500 plan (S.B.J.S., P.C.)

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.B.J.S., P.C. Profit Sharing Plan is a benefit plan reported by S.B.J.S., P.C. under EIN 20-0870135 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $36,812,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.B.J.S., P.C.
EIN
20-0870135
Plan number
001
Plan type
2
Location
Dothan, AL
Latest filing year
2023
Participants
163
End-of-year plan assets
$36,812,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015174208NAL0057517426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,812,073
Total liabilities (EOY)
$0
Net assets (EOY)
$36,812,073
Net assets (BOY)
$35,109,991

Income & contributions

Employer contributions
$1,069,554
Participant contributions
$691,767
Total contributions
$1,761,321
Total income / additions
$7,998,481

Expenses & distributions

Benefits paid
$6,245,524
Administrative expenses
$50,875
Total expenses
$6,296,399
Net increase / (decrease)
$1,702,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capsouth PartnersINVESTMENT ADVISOR$37,249not reported in the loaded dataset2023
Empower Annuity Ins CompanyRECODKEEPER$20,300$02023

Related Form 5500 pages