2023 Form 5500 filing — Soca Services LLC 401(K) Profit Sharing Plan & 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 20240707130430NAL0017785152001) for Soca Services LLC 401(K) Profit Sharing Plan & Trust, reported by Soca Services LLC under EIN 85-4395712 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$295KReported net assets$295,011
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240707130430NAL0017785152001
Plan sponsor
Soca Services LLC
EIN
85-4395712
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$295K total assets
Net assets$295KLiabilities$0
Money in vs. money out
Total income / additions$116.8K
Total expenses$234
Benefits paid / distributions$0
Contributions
Employer$11K
Participant$29K
Full reported line items
Total assets (EOY)
$295,011
Total liabilities (EOY)
$0
Net assets (EOY)
$295,011
Employer contributions
$10,993
Participant contributions
$29,002
Total income / additions
$116,796
Benefits paid
$0
Administrative expenses
$234
Total expenses
$234
Net increase / (decrease)
$116,562

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240707130430NAL0017785152001 cover?
It is the 2023 Form 5500 filing for Soca Services LLC 401(K) Profit Sharing Plan & Trust, reported by Soca Services LLC (EIN 85-4395712).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages