Siller Brothers Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Siller 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, Siller Brothers Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Siller Brothers Inc under EIN 94-1451856 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $8,707,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siller Brothers Inc
- EIN
- 94-1451856
- Plan number
- 001
- Plan type
- 2
- Location
- Yuba City, CA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $8,707,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015170749NAL0050606880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,707,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,707,607
- Net assets (BOY)
- $8,140,514
Income & contributions
- Employer contributions
- $726,136
- Participant contributions
- $955,914
- Total contributions
- $1,682,050
- Total income / additions
- $2,929,461
Expenses & distributions
- Benefits paid
- $2,332,231
- Administrative expenses
- $30,137
- Total expenses
- $2,362,368
- Net increase / (decrease)
- $567,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Fbo Steve Barrilleaux | ADVISOR | $16,561 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,500 | not reported in the loaded dataset | 2023 |