Sutter Instrument Employee Stock Ownership Plan — Form 5500 plan (Sutter Instrument 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, Sutter Instrument Employee Stock Ownership Plan is a benefit plan reported by Sutter Instrument Corp. under EIN 94-2434458 and plan number 003. The latest loaded filing year is 2023. The filing reports 87 participants and $9,423,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Instrument Corp.
EIN
94-2434458
Plan number
003
Plan type
2
Location
Novato, CA
Latest filing year
2023
Participants
87
End-of-year plan assets
$9,423,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202387I20240701175242NAL0003027843001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,423,863
Net assets (EOY)
$9,423,863
Net assets (BOY)
$7,838,140

Income & contributions

Employer contributions
$100,000
Total income / additions
$2,171,452

Expenses & distributions

Benefits paid
$585,729
Total expenses
$585,729
Net increase / (decrease)
$1,585,723

Service provider compensation (Schedule C)

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

Related Form 5500 pages