Sarah Seneca Residential Services, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Sarah Seneca Residential Service, 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, Sarah Seneca Residential Services, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Sarah Seneca Residential Service, Inc under EIN 06-1297906 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $3,518,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sarah Seneca Residential Service, Inc
EIN
06-1297906
Plan number
002
Plan type
2
Location
Branford, CT
Latest filing year
2023
Participants
175
End-of-year plan assets
$3,518,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241011111546NAL0021741137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,518,876
Total liabilities (EOY)
$97
Net assets (EOY)
$3,518,779
Net assets (BOY)
$2,677,463

Income & contributions

Employer contributions
$371,814
Participant contributions
$196,974
Total contributions
$620,091
Total income / additions
$990,889

Expenses & distributions

Benefits paid
$148,950
Administrative expenses
$623
Total expenses
$149,573
Net increase / (decrease)
$841,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$623not reported in the loaded dataset2023

Related Form 5500 pages