Safe Harbor 401(K) Profit Sharing Plan For Employees Of Sarah, Inc. — Form 5500 plan (Sarah, 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, Safe Harbor 401(K) Profit Sharing Plan For Employees Of Sarah, Inc. is a benefit plan reported by Sarah, Inc. under EIN 06-6011353 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $4,569,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sarah, Inc.
EIN
06-6011353
Plan number
001
Plan type
2
Location
Westbrook, CT
Latest filing year
2023
Participants
200
End-of-year plan assets
$4,569,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241015160108NAL0050328912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,569,673
Total liabilities (EOY)
$84,945
Net assets (EOY)
$4,484,728
Net assets (BOY)
$3,598,960

Income & contributions

Employer contributions
$145,370
Participant contributions
$371,688
Total contributions
$613,000
Total income / additions
$1,229,725

Expenses & distributions

Benefits paid
$343,567
Administrative expenses
$390
Total expenses
$343,957
Net increase / (decrease)
$885,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$390$02023

Related Form 5500 pages