South Fayette Shop & Save 401(K) Plan — Form 5500 plan (Sorbara And Son, Lp)
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, South Fayette Shop & Save 401(K) Plan is a benefit plan reported by Sorbara And Son, Lp under EIN 20-4245192 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $3,104,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sorbara And Son, Lp
- EIN
- 20-4245192
- Plan number
- 001
- Plan type
- 2
- Location
- Carnegie, PA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $3,104,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H | 20241008064651NAL0029257792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,104,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,104,958
- Net assets (BOY)
- $3,354,714
Income & contributions
- Employer contributions
- $68,081
- Participant contributions
- $127,331
- Total contributions
- $195,412
- Total income / additions
- $646,702
Expenses & distributions
- Benefits paid
- $893,562
- Administrative expenses
- $2,896
- Total expenses
- $896,458
- Net increase / (decrease)
- -$249,756
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.