2023 Form 5500 filing — Sam Berman And Sons Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240429100200NAL0011558049001) for Sam Berman And Sons Retirement Trust, reported by Sam Berman And Sons LLC under EIN 42-1280279 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240429100200NAL0011558049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sam Berman And Sons LLC
- EIN
- 42-1280279
- Plan number
- 001
- Location
- Grinnell, IA
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,411,764
- Net assets (EOY)
- $2,411,764
- Employer contributions
- $98,841
- Total income / additions
- $686,828
- Net increase / (decrease)
- $686,828
- Schedule source
- Schedule I