Plan5500

South Bay Construction Company 401(K) Profit Sharing Plan — Form 5500 plan (S.B.C.C., 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, South Bay Construction Company 401(K) Profit Sharing Plan is a benefit plan reported by S.B.C.C., Inc. under EIN 77-0336472 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $14,265,946 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.B.C.C., Inc.
EIN
77-0336472
Plan number
001
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
122
End-of-year plan assets
$14,265,946

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240930182122NAL0005900481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,265,946
Total liabilities (EOY)
$0
Net assets (EOY)
$14,265,946
Net assets (BOY)
$10,207,483

Income & contributions

Employer contributions
$575,876
Participant contributions
$830,316
Total contributions
$1,559,899
Total income / additions
$5,287,904

Expenses & distributions

Benefits paid
$1,115,845
Administrative expenses
$113,596
Total expenses
$1,229,441
Net increase / (decrease)
$4,058,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy, Dahl, & HolstINVESTMENT ADVISOR$83,257not reported in the loaded dataset2023
Spectrum Pension Consultants, Inc.RECORDKEEPER$30,339not reported in the loaded dataset2023

Related Form 5500 pages