Soderman & Sons Inc. Retirement Plan — Form 5500 plan (Soderman & Sons 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, Soderman & Sons Inc. Retirement Plan is a benefit plan reported by Soderman & Sons Inc. under EIN 46-3593462 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $1,832,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Soderman & Sons Inc.
- EIN
- 46-3593462
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbertsville, PA
- Latest filing year
- 2023
- Participants
- 21
- End-of-year plan assets
- $1,832,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21 | I | 20250513112953NAL0039847554001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,832,660
- Net assets (EOY)
- $1,832,660
- Net assets (BOY)
- $1,713,000
Income & contributions
- Employer contributions
- $11,588
- Participant contributions
- $3,445
- Total income / additions
- $119,660
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $119,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.