The Sutphen Corp. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The Sutphen Corp.)
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, The Sutphen Corp. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The Sutphen Corp. under EIN 31-0671786 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $9,753,720 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,753,720
Participants270Covered participants reported
Assets / participant$36.1KComputed: assets ÷ participants$36,125 (computed)
Provider compensation$35.2K2 Schedule C provider row(s)$35,168
- Plan sponsor
- The Sutphen Corp.
- EIN
- 31-0671786
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20240923082134NAL0015137152001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,753,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,753,720
- Net assets (BOY)
- $8,300,409
Income & contributions
- Employer contributions
- $182,370
- Participant contributions
- $708,331
- Total contributions
- $921,153
- Total income / additions
- $2,219,979
Expenses & distributions
- Benefits paid
- $735,591
- Administrative expenses
- $31,077
- Total expenses
- $766,668
- Net increase / (decrease)
- $1,453,311
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $28,150 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $7,018 | not reported in the loaded dataset | 2023 |