2023 Form 5500 filing — Sutter Instrument Employee Stock Ownership 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 20240701175242NAL0003027843001) for Sutter Instrument Employee Stock Ownership Plan, reported by Sutter Instrument Corp. under EIN 94-2434458 and plan number 003. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,423,863
Participants87
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701175242NAL0003027843001
Plan sponsor
Sutter Instrument Corp.
EIN
94-2434458
Plan number
003
Location
Novato, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$585.7K
Benefits paid / distributions$585.7K
Contributions
Employer$100K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,423,863
Net assets (EOY)
$9,423,863
Employer contributions
$100,000
Total income / additions
$2,171,452
Benefits paid
$585,729
Total expenses
$585,729
Net increase / (decrease)
$1,585,723

Related Form 5500 pages