Sand Creek 401(K) Profit Sharing Plan — Form 5500 plan (Sand Creek Post & Beam, Inc)

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, Sand Creek 401(K) Profit Sharing Plan is a benefit plan reported by Sand Creek Post & Beam, Inc under EIN 20-0605646 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $7,625,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sand Creek Post & Beam, Inc
EIN
20-0605646
Plan number
001
Plan type
2
Location
Wayne, NE
Latest filing year
2023
Participants
205
End-of-year plan assets
$7,625,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241008152541NAL0008520019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,625,292
Total liabilities (EOY)
$8,895
Net assets (EOY)
$7,616,397
Net assets (BOY)
$5,986,888

Income & contributions

Employer contributions
$390,607
Participant contributions
$671,343
Total contributions
$1,135,828
Total income / additions
$2,381,086

Expenses & distributions

Benefits paid
$708,707
Administrative expenses
$42,870
Total expenses
$751,577
Net increase / (decrease)
$1,629,509

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Renaissance Financial CorporationNONE$26,917not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$15,953$02023

Related Form 5500 pages