Security Lock Distributors, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Security Lock Distributors, Inc.)
Plain-English plan 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, Security Lock Distributors, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Security Lock Distributors, Inc. under EIN 04-2456930 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $32,175,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security Lock Distributors, Inc.
- EIN
- 04-2456930
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $32,175,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241014194158NAL0028173985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,175,098
- Total liabilities (EOY)
- $8,323
- Net assets (EOY)
- $32,166,775
- Net assets (BOY)
- $27,157,668
Income & contributions
- Employer contributions
- $1,562,815
- Participant contributions
- $616,095
- Total contributions
- $2,178,910
- Total income / additions
- $6,330,196
Expenses & distributions
- Benefits paid
- $1,247,754
- Administrative expenses
- $73,335
- Total expenses
- $1,321,089
- Net increase / (decrease)
- $5,009,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | N/A | $54,493 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | N/A | $11,161 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | N/A | $7,681 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Security Lock Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westwood, MA
- Sentinel Pension Advisors — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation