2023 Form 5500 filing — Southgate Glass & Screen 401(K) Profit Sharing 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 20250304103918NAL0004186483001) for Southgate Glass & Screen 401(K) Profit Sharing Plan, reported by Southgate Glass & Screen under EIN 68-0384486 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304103918NAL0004186483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southgate Glass & Screen
- EIN
- 68-0384486
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,488,701
- Total liabilities (EOY)
- $26,574
- Net assets (EOY)
- $4,462,127
- Employer contributions
- $197,453
- Participant contributions
- $400,804
- Total income / additions
- $1,228,341
- Benefits paid
- $56,957
- Administrative expenses
- $18,794
- Total expenses
- $102,325
- Net increase / (decrease)
- $1,126,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allworth Financial | FINANCIAL ADVISOR | $17,354 | not reported in the loaded dataset |