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, Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan is a benefit plan reported by Sarkes Tarzian, Inc. under EIN 35-0852458 and plan number 003. The latest loaded filing year is 2023. The filing reports 343 participants and $33,866,368 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,866,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,866,368
- Net assets (BOY)
- $28,666,328
Income & contributions
- Employer contributions
- $568,789
- Participant contributions
- $1,190,457
- Total contributions
- $1,871,290
- Total income / additions
- $7,477,124
Expenses & distributions
- Benefits paid
- $2,249,300
- Administrative expenses
- $27,784
- Total expenses
- $2,277,084
- Net increase / (decrease)
- $5,200,040