Sierra Management And Technologies, Inc. 401(K) Plan — Form 5500 plan (Sierra Management And Technologies, 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, Sierra Management And Technologies, Inc. 401(K) Plan is a benefit plan reported by Sierra Management And Technologies, Inc. under EIN 52-1651979 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $11,881,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sierra Management And Technologies, Inc.
EIN
52-1651979
Plan number
001
Plan type
2
Location
California, MD
Latest filing year
2023
Participants
153
End-of-year plan assets
$11,881,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241010063729NAL0033436672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,881,484
Total liabilities (EOY)
$0
Net assets (EOY)
$11,881,484
Net assets (BOY)
$11,964,870

Income & contributions

Employer contributions
$273,007
Participant contributions
$797,020
Total contributions
$1,155,035
Total income / additions
$3,063,959

Expenses & distributions

Benefits paid
$3,082,170
Administrative expenses
$65,175
Total expenses
$3,147,345
Net increase / (decrease)
-$83,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement ServicesRECORDKEEPER$52,629not reported in the loaded dataset2023
Coastal Pension ServicesCONTRACT ADMN$8,009not reported in the loaded dataset2023

Related Form 5500 pages