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 & A Homes And Affiliates Profit Sharing And 401(K) Plan is a benefit plan reported by S & A Homes, Inc. under EIN 25-1375017 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $22,462,712 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,462,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,462,712
- Net assets (BOY)
- $24,207,962
Income & contributions
- Employer contributions
- $313,997
- Participant contributions
- $903,678
- Total contributions
- $1,231,677
- Total income / additions
- $4,692,140
Expenses & distributions
- Benefits paid
- $6,355,885
- Administrative expenses
- $77,237
- Total expenses
- $6,437,390
- Net increase / (decrease)
- -$1,745,250