Minion And Sherman Smith Barney Prototype Ps Plan — Form 5500 plan (Minion And Sherman Smith Barney Prototype Ps Plan)
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, Minion And Sherman Smith Barney Prototype Ps Plan is a benefit plan reported by Minion And Sherman Smith Barney Prototype Ps Plan under EIN 22-3404797 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $3,154,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minion And Sherman Smith Barney Prototype Ps Plan
- EIN
- 22-3404797
- Plan number
- 001
- Plan type
- 2
- Location
- West Caldwell, NJ
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $3,154,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240724144655NAL0007545347003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,154,357
- Net assets (EOY)
- $3,154,357
- Net assets (BOY)
- $2,876,410
Income & contributions
- Employer contributions
- $89,019
- Total income / additions
- $296,101
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $18,154
- Total expenses
- $18,154
- Net increase / (decrease)
- $277,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.