Sierra Retirement Plan — Form 5500 plan (Drs Advanced Isr, LLC)
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, Sierra Retirement Plan is a benefit plan reported by Drs Advanced Isr, LLC under EIN 27-1421315 and plan number 022. The latest loaded filing year is 2023. The filing reports 122 participants and $8,623,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drs Advanced Isr, LLC
- EIN
- 27-1421315
- Plan number
- 022
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $8,623,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241001101735NAL0006924449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,623,470
- Total liabilities (EOY)
- $66,830
- Net assets (EOY)
- $8,556,640
- Net assets (BOY)
- $6,307,906
Income & contributions
- Employer contributions
- $194,314
- Total contributions
- $194,314
- Total income / additions
- $757,644
Expenses & distributions
- Benefits paid
- $657,386
- Administrative expenses
- $152,179
- Total expenses
- $809,565
- Net increase / (decrease)
- -$51,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $72,014 | not reported in the loaded dataset | 2023 |
| Degann Consulting, LLC | NONE | $24,800 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $8,225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drs Advanced Isr, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Aon Consulting, Inc. — Schedule C compensation
- Degann Consulting, LLC — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation