2023 Form 5500 filing — S. Strock & Co., 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 20240729132040NAL0019361153001) for S. Strock & Co., Inc. Profit Sharing 401(K) Plan, reported by S. Strock & Co., Inc. under EIN 04-1877860 and plan number 002. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240729132040NAL0019361153001
Filing year
2023
Form type
2
Plan sponsor
S. Strock & Co., Inc.
EIN
04-1877860
Plan number
002
Location
Chelsea, MA
Participants
23
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,853,677
Net assets (EOY)
$6,853,677
Employer contributions
$0
Participant contributions
$150,425
Total income / additions
$1,276,038
Benefits paid
$218,360
Administrative expenses
$12,316
Total expenses
$230,676
Net increase / (decrease)
$1,045,362
Schedule source
Schedule I

Related Form 5500 pages