Sb Holding, LLC Employee Benefit Plan — Form 5500 plan (Sb Holding, 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, Sb Holding, LLC Employee Benefit Plan is a benefit plan reported by Sb Holding, LLC under EIN 20-8858634 and plan number 501. The latest loaded filing year is 2023. The filing reports 38 participants and $227,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sb Holding, LLC
- EIN
- 20-8858634
- Plan number
- 501
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $227,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I, C | 20240709140640NAL0027606770001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $227,741
- Total liabilities (EOY)
- $380,970
- Net assets (EOY)
- -$153,229
- Net assets (BOY)
- -$157,911
Income & contributions
- Employer contributions
- $422,489
- Participant contributions
- $110,163
- Total income / additions
- $550,809
Expenses & distributions
- Benefits paid
- $395,023
- Administrative expenses
- $18,943
- Total expenses
- $546,127
- Net increase / (decrease)
- $4,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medcost LLC | ADMIN | $18,943 | not reported in the loaded dataset | 2023 |
| Ecm Solutions | BROKER | $9,702 | not reported in the loaded dataset | 2023 |
| E.K. Mcconkey & Co. | BROKER | $6,615 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $6,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sb Holding, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Medcost LLC — Schedule C compensation
- Ecm Solutions — Schedule C compensation
- E.K. Mcconkey & Co. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation