Southworth Development LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Southworth Development LLC)
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, Southworth Development LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Southworth Development LLC under EIN 20-2759238 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $10,136,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southworth Development LLC
- EIN
- 20-2759238
- Plan number
- 001
- Plan type
- 2
- Location
- Mashpee, MA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $10,136,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241010064752NAL0009796131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,136,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,136,091
- Net assets (BOY)
- $8,994,425
Income & contributions
- Employer contributions
- $333,052
- Participant contributions
- $766,628
- Total contributions
- $1,100,056
- Total income / additions
- $2,461,775
Expenses & distributions
- Benefits paid
- $1,271,115
- Administrative expenses
- $48,994
- Total expenses
- $1,320,109
- Net increase / (decrease)
- $1,141,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |