Short Block Technologies Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Short Block Technologies,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, Short Block Technologies Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Short Block Technologies,Inc. under EIN 59-3479331 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $11,714,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Short Block Technologies,Inc.
- EIN
- 59-3479331
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $11,714,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241106113453NAL0010009761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,714,556
- Total liabilities (EOY)
- $38,331
- Net assets (EOY)
- $11,676,225
- Net assets (BOY)
- $9,914,514
Income & contributions
- Employer contributions
- $733,959
- Participant contributions
- $478,624
- Total contributions
- $1,212,583
- Total income / additions
- $2,396,970
Expenses & distributions
- Benefits paid
- $628,713
- Administrative expenses
- $6,546
- Total expenses
- $635,259
- Net increase / (decrease)
- $1,761,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Florida Retirement Consultants | TPA | $6,861 | $4,984 | 2023 |
| Carr, Riggs & Ingram, LLC | CPA | $11,700 | $0 | 2023 |
| Empower Annutiy Ins Co Of America | RECORDKEEPER | $1,560 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Short Block Technologies,Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Florida Retirement Consultants — Schedule C compensation
- Carr, Riggs & Ingram, LLC — Schedule C compensation
- Empower Annutiy Ins Co Of America — Schedule C compensation