Sam Berman And Sons Retirement Trust — Form 5500 plan (Sam Berman And Sons 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, Sam Berman And Sons Retirement Trust is a benefit plan reported by Sam Berman And Sons LLC under EIN 42-1280279 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $2,411,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sam Berman And Sons LLC
- EIN
- 42-1280279
- Plan number
- 001
- Plan type
- 2
- Location
- Grinnell, IA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $2,411,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240429100200NAL0011558049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,411,764
- Net assets (EOY)
- $2,411,764
- Net assets (BOY)
- $1,724,936
Income & contributions
- Employer contributions
- $98,841
- Total income / additions
- $686,828
Expenses & distributions
- Net increase / (decrease)
- $686,828
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.