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, Sobel & Co., LLC. Retirement Plan is a benefit plan reported by Sobel & Co., LLC., Certified Public Accountants under EIN 22-1430039 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $9,051,252 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,051,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,051,252
- Net assets (BOY)
- $23,546,989
Income & contributions
- Employer contributions
- $31,696
- Participant contributions
- $325,194
- Total contributions
- $356,890
- Total income / additions
- $2,801,460
Expenses & distributions
- Benefits paid
- $17,239,769
- Administrative expenses
- $57,428
- Total expenses
- $17,297,197
- Net increase / (decrease)
- -$14,495,737