Slakey Brothers, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Slakey Brothers, 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, Slakey Brothers, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Slakey Brothers, Inc. under EIN 94-2192959 and plan number 004. The latest loaded filing year is 2023. The filing reports 677 participants and $41,382,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Slakey Brothers, Inc.
EIN
94-2192959
Plan number
004
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
677
End-of-year plan assets
$41,382,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023677H, C20240531131008NAL0029972994001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,382,646
Total liabilities (EOY)
$0
Net assets (EOY)
$41,382,646
Net assets (BOY)
$40,006,886

Income & contributions

Employer contributions
$263,374
Participant contributions
$2,008,041
Total contributions
$2,355,898
Total income / additions
$8,306,533

Expenses & distributions

Benefits paid
$6,834,263
Administrative expenses
$96,510
Total expenses
$6,930,773
Net increase / (decrease)
$1,375,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$71,003not reported in the loaded dataset2023
Sabey Cpa,LLCNONE$13,000not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$12,507$02023

Related Form 5500 pages