2023 Form 5500 filing — Sierra 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 20241001101735NAL0006924449001) for Sierra Retirement Plan, reported by Drs Advanced Isr, LLC under EIN 27-1421315 and plan number 022. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101735NAL0006924449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drs Advanced Isr, LLC
- EIN
- 27-1421315
- Plan number
- 022
- Location
- Arlington, VA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,623,470
- Total liabilities (EOY)
- $66,830
- Net assets (EOY)
- $8,556,640
- Employer contributions
- $194,314
- Total income / additions
- $757,644
- Benefits paid
- $657,386
- Administrative expenses
- $152,179
- Total expenses
- $809,565
- Net increase / (decrease)
- -$51,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $72,014 | not reported in the loaded dataset |
| Degann Consulting, LLC | NONE | $24,800 | not reported in the loaded dataset |
| Rubin Brown Llp | NONE | $11,000 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $8,225 | $0 |