2023 Form 5500 filing — Samuel A Ramirez & Co., Inc. 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 20250715174642NAL0002510865001) for Samuel A Ramirez & Co., Inc. 401(K) Profit Sharing Plan Trust, reported by Samuel A. Ramirez & Co., Inc. under EIN 13-2695511 and plan number 003. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715174642NAL0002510865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuel A. Ramirez & Co., Inc.
- EIN
- 13-2695511
- Plan number
- 003
- Location
- New York, NY
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,008,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,008,392
- Employer contributions
- $912
- Participant contributions
- $2,336,020
- Total income / additions
- $11,193,318
- Benefits paid
- $2,400,442
- Administrative expenses
- $99,375
- Total expenses
- $2,499,817
- Net increase / (decrease)
- $8,693,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | INVESTMENT ADVISOR | $46,855 | not reported in the loaded dataset |
| Sentinel Benefits & Financial Group | RECORDKEEPER | $37,205 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE & CUSTODIAN | $15,314 | not reported in the loaded dataset |