Sutter Instrument Employee Stock Ownership Plan — Form 5500 plan (Sutter Instrument Corp.)
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, Sutter Instrument Employee Stock Ownership Plan is a benefit plan reported by Sutter Instrument Corp. under EIN 94-2434458 and plan number 003. The latest loaded filing year is 2023. The filing reports 87 participants and $9,423,863 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,423,863
Participants87Covered participants reported
Assets / participant$108.3KComputed: assets ÷ participants$108,320 (computed)
Provider compensationNone reported
- Plan sponsor
- Sutter Instrument Corp.
- EIN
- 94-2434458
- Plan number
- 003
- Plan type
- 2
- Location
- Novato, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240701175242NAL0003027843001 |
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)$9.4M total assets
Net assets$9.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $9,423,863
- Net assets (EOY)
- $9,423,863
- Net assets (BOY)
- $7,838,140
Income & contributions
- Employer contributions
- $100,000
- Total income / additions
- $2,171,452
Expenses & distributions
- Benefits paid
- $585,729
- Total expenses
- $585,729
- Net increase / (decrease)
- $1,585,723
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.