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, Sutherlin Management, Inc. 401(K) Plan is a benefit plan reported by Sutherlin Management, Inc. under EIN 58-2149495 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $5,693,216 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,693,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,693,216
- Net assets (BOY)
- $7,608,597
Income & contributions
- Employer contributions
- $108,761
- Participant contributions
- $934,505
- Total contributions
- $1,043,266
- Total income / additions
- $1,887,153
Expenses & distributions
- Benefits paid
- $2,270,980
- Administrative expenses
- $40,116
- Total expenses
- $2,414,477
- Net increase / (decrease)
- -$527,324