2023 Form 5500 filing — Slakey Brothers, Inc. Profit Sharing 401(K) Plan
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 20240531131008NAL0029972994001) for Slakey Brothers, Inc. Profit Sharing 401(K) Plan, reported by Slakey Brothers, Inc. under EIN 94-2192959 and plan number 004. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240531131008NAL0029972994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Slakey Brothers, Inc.
- EIN
- 94-2192959
- Plan number
- 004
- Location
- Sacramento, CA
- Participants
- 677
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,382,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,382,646
- Employer contributions
- $263,374
- Participant contributions
- $2,008,041
- Total income / additions
- $8,306,533
- Benefits paid
- $6,834,263
- Administrative expenses
- $96,510
- Total expenses
- $6,930,773
- Net increase / (decrease)
- $1,375,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $71,003 | not reported in the loaded dataset |
| Sabey Cpa,LLC | NONE | $13,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $12,507 | $0 |