Sycr 401(K) Associates Plan — Form 5500 plan (Stradling Yocca Carlson & Rauth, P.C.)
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, Sycr 401(K) Associates Plan is a benefit plan reported by Stradling Yocca Carlson & Rauth, P.C. under EIN 95-3347002 and plan number 003. The latest loaded filing year is 2023. The filing reports 86 participants and $13,702,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stradling Yocca Carlson & Rauth, P.C.
- EIN
- 95-3347002
- Plan number
- 003
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 86
- End-of-year plan assets
- $13,702,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 86 | I | 20241014170624NAL0045427952001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,702,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,702,693
- Net assets (BOY)
- $12,443,178
Income & contributions
- Participant contributions
- $566,472
- Total income / additions
- $2,376,394
Expenses & distributions
- Benefits paid
- $1,001,713
- Administrative expenses
- $49,665
- Total expenses
- $1,051,469
- Net increase / (decrease)
- $1,324,925
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.