Sobo & Sobo Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sobo & Sobo Llp)
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, Sobo & Sobo Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sobo & Sobo Llp under EIN 55-0797497 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $3,933,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sobo & Sobo Llp
- EIN
- 55-0797497
- Plan number
- 001
- Plan type
- 2
- Location
- Middletown, NY
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $3,933,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241212123213NAL0025656674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,933,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,933,480
- Net assets (BOY)
- $3,024,068
Income & contributions
- Employer contributions
- $287,413
- Participant contributions
- $444,496
- Total contributions
- $731,909
- Total income / additions
- $1,226,043
Expenses & distributions
- Benefits paid
- $291,265
- Administrative expenses
- $25,366
- Total expenses
- $316,631
- Net increase / (decrease)
- $909,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $24,091 | not reported in the loaded dataset | 2023 |