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, Sandestin Investments, LLC 401 (K) Plan is a benefit plan reported by Sandestin Investments, LLC under EIN 27-1254413 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $2,702,294 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,702,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,702,294
- Net assets (BOY)
- $2,250,850
Income & contributions
- Employer contributions
- $172,265
- Participant contributions
- $483,513
- Total contributions
- $664,389
- Total income / additions
- $970,757
Expenses & distributions
- Benefits paid
- $486,310
- Administrative expenses
- $24,803
- Total expenses
- $519,313
- Net increase / (decrease)
- $451,444