Plan5500

Sundance, WY Form 5500 retirement and benefit plan filings

City Form 5500 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, Sundance, WY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,868,208 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Sundance

  • 3 loaded plans hold $6.9M in reported assets across 3 sponsors.
  • The largest, Sundance State Bank Profit Sharing And Employee Stock Ownership Plan, holds 83% of reported Sundance plan assets.
  • Plans cover 158 participants — about 53 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.9MSummed across loaded plans$6,868,208
Total reported assets$6.9M$6,868,208
Total reported participants158
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities—
Contributions & income
Employer contributions$382K
Participant contributionsNot reported
Total income / additions$852.7K
Expenses & distributions
Benefits paid / distributions$325.9K
Total expenses$333.1K
Net increase / (decrease)$519.6K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sundance, WY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Sundance market comparison

Largest plan share of assets83%Sundance State Bank Profit Sharing And Employee Stock Ownership Plan
Participants per plan53Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Sundance

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sundance State Bank Profit Sharing And Employee Stock Ownership Plan$5.7M
    Sundance State Bank · 2023
  2. 2
    Mclagan Resorts Inc. Retirement Plan$1.2M
    Mclagan Resorts Inc. · 2023
  3. 3
    Powder River Energy Corporation Employee Benefit Plannot reported in the loaded dataset
    Powder River Energy Corporation · 2023

Largest plans in Sundance → · Sundance plans by participants → · Sundance plans with financial data → · Sundance plans with provider compensation → · $1B+ plans in Sundance →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sundance, WY?
3 plan(s) reported by 3 sponsor(s) are loaded for Sundance, WY.

Related Form 5500 pages