2023 Form 5500 filing — Sundance Institute 401(K) Retirement 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 20240826200758NAL0010089889001) for Sundance Institute 401(K) Retirement Plan, reported by Sundance Institute under EIN 87-0361394 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826200758NAL0010089889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sundance Institute
- EIN
- 87-0361394
- Plan number
- 001
- Location
- Park City, UT
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,053,973
- Net assets (EOY)
- $17,053,973
- Employer contributions
- $388,525
- Participant contributions
- $802,635
- Total income / additions
- $3,875,844
- Benefits paid
- $443,514
- Administrative expenses
- $49,257
- Total expenses
- $492,771
- Net increase / (decrease)
- $3,383,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | ADVISOR | $36,859 | not reported in the loaded dataset |
| Stancorp Financial Group | RECORD KEEPER | $7,119 | $3,708 |
| Plan Design Consultants | TPA | not reported in the loaded dataset | $7,466 |
| Charles Schwab | ADVISOR | not reported in the loaded dataset | $4,121 |