Plan5500

The George Sorich Company — 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, The George Sorich Company (EIN 94-2674470) is a plan sponsor located in Los Gatos, CA 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
94-2674470
Location
Los Gatos, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,409,146
Total reported assets$6.4M$6,409,146
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$53K
Participant contributions$0
Total income / additions$965.5K
Expenses & distributions
Benefits paid / distributions$222.2K
Total expenses$223.4K
Net increase / (decrease)$742K

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%The George Sorich Company Profit-Sharing Plan
Participants per plan1Average 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
    The George Sorich Company Profit-Sharing Plan$6.4M
    Plan #003 · 1 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The George Sorich Company
YearPlanParticipantsSchedulesFiling
2023The George Sorich Company Profit-Sharing Plan1I20240806125945NAL0002282001001

Related Form 5500 pages