Sommerfield Industries 401(K) Plan — Form 5500 plan (Sommerfield Industries Incorporated)
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, Sommerfield Industries 401(K) Plan is a benefit plan reported by Sommerfield Industries Incorporated under EIN 81-2265429 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $843,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sommerfield Industries Incorporated
- EIN
- 81-2265429
- Plan number
- 002
- Plan type
- 2
- Location
- Giddings, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240715142919NAL0000932627001 |
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)
- $843,492
- Net assets (EOY)
- $843,492
- Net assets (BOY)
- $745,332
Income & contributions
- Employer contributions
- $6,900
- Participant contributions
- $8,625
- Total income / additions
- $99,216
Expenses & distributions
- Administrative expenses
- $1,056
- Total expenses
- $1,056
- Net increase / (decrease)
- $98,160
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.