2023 Form 5500 filing — Sundance Holdings Group, LLC 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 20250304120239NAL0006943505001) for Sundance Holdings Group, LLC 401(K) Plan, reported by Sundance Holdings Group, LLC under EIN 20-1130359 and plan number 001. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304120239NAL0006943505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sundance Holdings Group, LLC
- EIN
- 20-1130359
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,465,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,465,480
- Employer contributions
- $255,882
- Participant contributions
- $1,576,622
- Total income / additions
- $5,455,023
- Benefits paid
- $2,035,256
- Administrative expenses
- $67,099
- Total expenses
- $2,102,355
- Net increase / (decrease)
- $3,352,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,784 | $0 |
| Global Retirement Partners, LLC | CONSULTANT | $7,174 | not reported in the loaded dataset |
| Tanner Accountants & Advisors | ACCOUNTANT/AUDITOR | $5,141 | not reported in the loaded dataset |