Sinkula Investments, Ltd. Co. 401(K) Savings Plan — Form 5500 plan (Sinkula Investments, Ltd. Co.)
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, Sinkula Investments, Ltd. Co. 401(K) Savings Plan is a benefit plan reported by Sinkula Investments, Ltd. Co. under EIN 31-1415276 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $2,955,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sinkula Investments, Ltd. Co.
- EIN
- 31-1415276
- Plan number
- 001
- Plan type
- 2
- Location
- Edgewood, KY
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $2,955,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20241009092655NAL0009071507001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,955,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,955,472
- Net assets (BOY)
- $2,689,391
Income & contributions
- Employer contributions
- $93,700
- Participant contributions
- $119,280
- Total income / additions
- $789,451
Expenses & distributions
- Benefits paid
- $521,389
- Administrative expenses
- $1,981
- Total expenses
- $523,370
- Net increase / (decrease)
- $266,081
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.