2023 Form 5500 filing — Sierra Management And Technologies, Inc. 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 20241010063729NAL0033436672001) for Sierra Management And Technologies, Inc. 401(K) Plan, reported by Sierra Management And Technologies, Inc. under EIN 52-1651979 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010063729NAL0033436672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Management And Technologies, Inc.
- EIN
- 52-1651979
- Plan number
- 001
- Location
- California, MD
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,881,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,881,484
- Employer contributions
- $273,007
- Participant contributions
- $797,020
- Total income / additions
- $3,063,959
- Benefits paid
- $3,082,170
- Administrative expenses
- $65,175
- Total expenses
- $3,147,345
- Net increase / (decrease)
- -$83,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Services | RECORDKEEPER | $52,629 | not reported in the loaded dataset |
| Coastal Pension Services | CONTRACT ADMN | $8,009 | not reported in the loaded dataset |