Sermania Brothers Inc. Retirement Plan — Form 5500 plan (Sermania Brothers 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, Sermania Brothers Inc. Retirement Plan is a benefit plan reported by Sermania Brothers Inc. under EIN 86-1259499 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $155,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sermania Brothers Inc.
- EIN
- 86-1259499
- Plan number
- 001
- Plan type
- 2
- Location
- Wildwood, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $155,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240428161151NAL0006065267001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $155,519
- Net assets (EOY)
- $155,519
- Net assets (BOY)
- $38,348
Income & contributions
- Total income / additions
- $117,171
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $117,171
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.