Samuel A Ramirez & Co., Inc. 401(K) Profit Sharing Plan Trust — Form 5500 plan (Samuel A. Ramirez & Co., 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, Samuel A Ramirez & Co., Inc. 401(K) Profit Sharing Plan Trust is a benefit plan reported by Samuel A. Ramirez & Co., Inc. under EIN 13-2695511 and plan number 003. The latest loaded filing year is 2023. The filing reports 183 participants and $43,008,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel A. Ramirez & Co., Inc.
- EIN
- 13-2695511
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $43,008,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250715174642NAL0002510865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,008,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,008,392
- Net assets (BOY)
- $34,314,891
Income & contributions
- Employer contributions
- $912
- Participant contributions
- $2,336,020
- Total contributions
- $2,426,320
- Total income / additions
- $11,193,318
Expenses & distributions
- Benefits paid
- $2,400,442
- Administrative expenses
- $99,375
- Total expenses
- $2,499,817
- Net increase / (decrease)
- $8,693,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | INVESTMENT ADVISOR | $46,855 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits & Financial Group | RECORDKEEPER | $37,205 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE & CUSTODIAN | $15,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuel A. Ramirez & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sentinel Pension Advisors — Schedule C compensation
- Sentinel Benefits & Financial Group — Schedule C compensation
- Matrix Trust Company — Schedule C compensation