2023 Form 5500 filing — Sletten, Inc. Employee Stock Ownership 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 20250115110211NAL0043740658001) for Sletten, Inc. Employee Stock Ownership Plan, reported by Sletten, Inc. under EIN 81-0418015 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115110211NAL0043740658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sletten, Inc.
- EIN
- 81-0418015
- Plan number
- 002
- Location
- Great Falls, MT
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,920,975
- Total liabilities (EOY)
- $4,087
- Net assets (EOY)
- $71,916,888
- Employer contributions
- $5,292,478
- Total income / additions
- $11,538,422
- Benefits paid
- $4,295,189
- Administrative expenses
- $16,640
- Total expenses
- $4,311,829
- Net increase / (decrease)
- $7,226,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT MANAGER | $8,628 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | INVESTMENT MANAGER | $8,012 | not reported in the loaded dataset |