Sbr Family Corp. Retirement Plan — Form 5500 plan (Sbr Family 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, Sbr Family Corp. Retirement Plan is a benefit plan reported by Sbr Family Corp. under EIN 83-3917702 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $415,393 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$415.4KPlan net assets, end of year$415,393
Participants6Covered participants reported
Assets / participant$69.2KComputed: assets ÷ participants$69,232 (computed)
Provider compensationNone reported
Plan sponsor
Sbr Family Corp.
EIN
83-3917702
Plan number
001
Plan type
2
Location
Madison, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20241007164856NAL0007783891001
Schedule I · 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)$415.4K total assets
Net assets$415.4KLiabilities
Money in vs. money out
Total income / additions-$203.9K
Total expenses$15
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$415,393
Net assets (EOY)
$415,393
Net assets (BOY)
$619,301

Income & contributions

Total income / additions
-$203,893

Expenses & distributions

Administrative expenses
$15
Total expenses
$15
Net increase / (decrease)
-$203,908
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.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages