2023 Form 5500 filing — Sparrow & Kennedy Tractor Co Inc Retirement 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 20241015150008NAL0050045296001) for Sparrow & Kennedy Tractor Co Inc Retirement Plan, reported by Sparrow & Kennedy Tractor Co Inc under EIN 20-1376173 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.4MReported net assets$10,413,957
Participants152
Provider compensation$9761 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150008NAL0050045296001
Plan sponsor
Sparrow & Kennedy Tractor Co Inc
EIN
20-1376173
Plan number
001
Location
Bishopville, SC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$650.5K
Benefits paid / distributions$649.3K
Contributions
Employer$243.7K
Participant$559.8K
Full reported line items
Total assets (EOY)
$10,413,957
Total liabilities (EOY)
$0
Net assets (EOY)
$10,413,957
Employer contributions
$243,702
Participant contributions
$559,791
Total income / additions
$2,007,175
Benefits paid
$649,341
Administrative expenses
$1,146
Total expenses
$650,487
Net increase / (decrease)
$1,356,688
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $976 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150008NAL0050045296001 cover?
It is the 2023 Form 5500 filing for Sparrow & Kennedy Tractor Co Inc Retirement Plan, reported by Sparrow & Kennedy Tractor Co Inc (EIN 20-1376173).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages