Southgate Glass & Screen 401(K) Profit Sharing Plan — Form 5500 plan (Southgate Glass & Screen)
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, Southgate Glass & Screen 401(K) Profit Sharing Plan is a benefit plan reported by Southgate Glass & Screen under EIN 68-0384486 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $4,488,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southgate Glass & Screen
- EIN
- 68-0384486
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $4,488,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250304103918NAL0004186483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,488,701
- Total liabilities (EOY)
- $26,574
- Net assets (EOY)
- $4,462,127
- Net assets (BOY)
- $3,336,111
Income & contributions
- Employer contributions
- $197,453
- Participant contributions
- $400,804
- Total contributions
- $598,257
- Total income / additions
- $1,228,341
Expenses & distributions
- Benefits paid
- $56,957
- Administrative expenses
- $18,794
- Total expenses
- $102,325
- Net increase / (decrease)
- $1,126,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allworth Financial | FINANCIAL ADVISOR | $17,354 | not reported in the loaded dataset | 2023 |