2023 Form 5500 filing — Sigma Engineers & Constructors, L.L.C. 401(K) Profit Sharing 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 20240925062850NAL0014313697001) for Sigma Engineers & Constructors, L.L.C. 401(K) Profit Sharing Plan, reported by Sigma Engineers & Constructors, L.L.C. under EIN 72-1462640 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925062850NAL0014313697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sigma Engineers & Constructors, L.L.C.
- EIN
- 72-1462640
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,272,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,272,169
- Employer contributions
- $742,890
- Participant contributions
- $1,782,011
- Total income / additions
- $6,456,094
- Benefits paid
- $1,085,678
- Administrative expenses
- $47,500
- Total expenses
- $1,133,178
- Net increase / (decrease)
- $5,322,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | SERVICE PROVIDER | $0 | $51,051 |
| Sentinel Pension | TPA | $22,888 | $8,128 |
| Ericksen Krentel | AUDITOR | $11,500 | not reported in the loaded dataset |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $5,385 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $5,385 | $0 |
| Morningstar | SERVICE PROVIDER | $0 | $3,620 |