Sibcy Cline, Inc. And Affiliated Companies 401(K) Profit Sharing Plan — Form 5500 plan (Sibcy Cline, 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, Sibcy Cline, Inc. And Affiliated Companies 401(K) Profit Sharing Plan is a benefit plan reported by Sibcy Cline, Inc. under EIN 31-0592571 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $32,888,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sibcy Cline, Inc.
- EIN
- 31-0592571
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $32,888,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240807141346NAL0003756337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,888,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,888,311
- Net assets (BOY)
- $35,992,628
Income & contributions
- Employer contributions
- $365,260
- Participant contributions
- $880,248
- Total contributions
- $1,320,434
- Total income / additions
- $6,323,672
Expenses & distributions
- Benefits paid
- $9,366,442
- Administrative expenses
- $61,547
- Total expenses
- $9,427,989
- Net increase / (decrease)
- -$3,104,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $41,881 | not reported in the loaded dataset | 2023 |
| Latitude Services Company, Inc. | SERVICE PROVIDER | $8,470 | not reported in the loaded dataset | 2023 |
| Barnes Denning | SERVICE PROVIDER | $8,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $148 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sibcy Cline, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Ubs Financial Services Inc — Schedule C compensation
- Latitude Services Company, Inc. — Schedule C compensation
- Barnes Denning — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation