Secrest Watson International, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Secrest Watson International, 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, Secrest Watson International, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Secrest Watson International, Inc. under EIN 94-1657599 and plan number 005. The latest loaded filing year is 2023. The filing reports 5 participants and $1,880,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Secrest Watson International, Inc.
EIN
94-1657599
Plan number
005
Plan type
2
Location
Danville, CA
Latest filing year
2023
Participants
5
End-of-year plan assets
$1,880,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240710170947NAL0024694144001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,880,820
Total liabilities (EOY)
$0
Net assets (EOY)
$1,880,820
Net assets (BOY)
$1,512,570

Income & contributions

Employer contributions
$23,974
Participant contributions
$37,887
Total income / additions
$368,250

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$368,250

Service provider compensation (Schedule C)

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

Related Form 5500 pages