Santram Management Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Santram Management Corporation)

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, Santram Management Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Santram Management Corporation under EIN 88-2489688 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,935,771 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,935,171
Participants2Covered participants reported
Assets / participant$967.9KComputed: assets ÷ participants$967,886 (computed)
Provider compensationNone reported
Plan sponsor
Santram Management Corporation
EIN
88-2489688
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$600
Money in vs. money out
Total income / additions$201.2K
Total expenses$80K
Benefits paid / distributions$80K
Contributions
EmployerNot reported
Participant$554
Full reported line items

Net assets

Total assets (EOY)
$1,935,771
Total liabilities (EOY)
$600
Net assets (EOY)
$1,935,171
Net assets (BOY)
$1,814,014

Income & contributions

Participant contributions
$554
Total income / additions
$201,157

Expenses & distributions

Benefits paid
$80,000
Total expenses
$80,000
Net increase / (decrease)
$121,157
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Santram Management Corporation 401(K) Profit Sharing Plan?
Santram Management Corporation 401(K) Profit Sharing Plan is reported as sponsored by Santram Management Corporation (EIN 88-2489688, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Santram Management Corporation 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Santram Management Corporation 401(K) Profit Sharing Plan is 2023.
How many participants does Santram Management Corporation 401(K) Profit Sharing Plan report?
Santram Management Corporation 401(K) Profit Sharing Plan reports 2 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Santram Management Corporation 401(K) Profit Sharing Plan?
Santram Management Corporation 401(K) Profit Sharing Plan reports $1,935,771 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages