Susan Gage Caterer, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Susan Gage Caterer, Inc.)
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, Susan Gage Caterer, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Susan Gage Caterer, Inc. under EIN 52-1662870 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $9,414,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Susan Gage Caterer, Inc.
- EIN
- 52-1662870
- Plan number
- 001
- Plan type
- 2
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $9,414,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241014153606NAL0027733585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,414,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,414,717
- Net assets (BOY)
- $8,114,627
Income & contributions
- Employer contributions
- $426,945
- Participant contributions
- $344,032
- Total contributions
- $864,283
- Total income / additions
- $2,201,555
Expenses & distributions
- Benefits paid
- $855,314
- Administrative expenses
- $43,450
- Total expenses
- $901,465
- Net increase / (decrease)
- $1,300,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $24,047 | $321 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,403 | $0 | 2023 |
| Coastal Pension Services Inc | CONTRACT ADMINISTRATOR | $0 | $6,469 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Susan Gage Caterer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Coastal Pension Services Inc — Schedule C compensation