Sierra Bravo Corporation 401(K) Plan — Form 5500 plan (Sierra Bravo Corporation)
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 Bravo Corporation 401(K) Plan is a benefit plan reported by Sierra Bravo Corporation under EIN 47-0962781 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $37,861,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Bravo Corporation
- EIN
- 47-0962781
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $37,861,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20241008151220NAL0035158530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,861,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,861,876
- Net assets (BOY)
- $32,350,795
Income & contributions
- Employer contributions
- $752,221
- Participant contributions
- $2,086,880
- Total contributions
- $3,372,784
- Total income / additions
- $10,044,034
Expenses & distributions
- Benefits paid
- $4,460,828
- Administrative expenses
- $72,125
- Total expenses
- $4,532,953
- Net increase / (decrease)
- $5,511,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rmb West LLC | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,508 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,617 | not reported in the loaded dataset | 2023 |