Scharf Investments LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Scharf Investments LLC)
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, Scharf Investments LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Scharf Investments LLC under EIN 26-3775085 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $5,861,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scharf Investments LLC
- EIN
- 26-3775085
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240620132610NAL0002810594001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,861,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,861,836
- Net assets (BOY)
- $4,338,047
Income & contributions
- Employer contributions
- $40,985
- Participant contributions
- $397,619
- Total income / additions
- $1,916,110
Expenses & distributions
- Benefits paid
- $389,209
- Administrative expenses
- $3,112
- Total expenses
- $392,321
- Net increase / (decrease)
- $1,523,789
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.