2023 Form 5500 filing — Sierra-Cedar Companies, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729115800NAL0019293201001) for Sierra-Cedar Companies, LLC 401(K) Plan, reported by Sierra-Cedar Companies, LLC under EIN 85-1055558 and plan number 001. It reports 1,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729115800NAL0019293201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra-Cedar Companies, LLC
- EIN
- 85-1055558
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 1,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,420,219
- Total liabilities (EOY)
- $251
- Net assets (EOY)
- $276,419,968
- Employer contributions
- $2,725,566
- Participant contributions
- $5,213,567
- Total income / additions
- $60,609,363
- Benefits paid
- $28,029,159
- Administrative expenses
- -$163,181
- Total expenses
- $27,911,016
- Net increase / (decrease)
- $32,698,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P.C | ACCOUNTANT/AUDITOR | $18,323 | not reported in the loaded dataset |
| Ascensus | ACTUARY | $6,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$236,429 | $0 |