S&R Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, S&R Corporation (EIN 02-0404568) is a plan sponsor located in Lowell, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0404568
Location
Lowell, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for S&R Corporation

  • 1 loaded plans hold $8.7M in reported assets.
  • The largest, S&R Corporate Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 94 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,655,809
Total reported assets$8.7M$8,655,809
Total reported participants94
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$105.2K
Participant contributions$253.1K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$371.1K
Total expenses$371.1K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%S&R Corporate Profit Sharing Plan
Participants per plan94Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 94 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for S&R Corporation. Open one for its full reported snapshot.

  1. 2023
    S&R Corporate Profit Sharing Plan94 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does S&R Corporation report on Form 5500?
S&R Corporation (EIN 02-0404568) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for S&R Corporation?
The Employer Identification Number (EIN) reported for S&R Corporation is 02-0404568.
What is the latest Form 5500 filing year for S&R Corporation?
The latest loaded Form 5500 filing year for S&R Corporation is 2023.

Related Form 5500 pages