Plain-English plan 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, Sanborn, Head & Associates, Inc. 401(K) Retirement Plan is a benefit plan reported by Sanborn, Head & Associates, Inc. under EIN 02-0463099 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $35,593,854 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,593,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,593,854
- Net assets (BOY)
- $29,332,198
Income & contributions
- Employer contributions
- $663,000
- Participant contributions
- $1,663,804
- Total contributions
- $2,500,432
- Total income / additions
- $7,938,798
Expenses & distributions
- Benefits paid
- $1,599,323
- Administrative expenses
- $77,819
- Total expenses
- $1,677,142
- Net increase / (decrease)
- $6,261,656