Sentrillion Savings Investment Plan — Form 5500 plan (Sentrillion)
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, Sentrillion Savings Investment Plan is a benefit plan reported by Sentrillion under EIN 54-1708003 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $7,255,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentrillion
- EIN
- 54-1708003
- Plan number
- 001
- Plan type
- 2
- Location
- Sierra Vista, AZ
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $7,255,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20250403131350NAL0015729936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,255,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,255,259
- Net assets (BOY)
- $6,801,807
Income & contributions
- Employer contributions
- $44,803
- Participant contributions
- $577,537
- Total contributions
- $622,340
- Total income / additions
- $1,422,058
Expenses & distributions
- Benefits paid
- $923,148
- Administrative expenses
- $45,458
- Total expenses
- $968,606
- Net increase / (decrease)
- $453,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,843 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $17,928 | 2023 |
| Nfp Corporate Services (Pa), Inc. | CONTRACT ADMINISTRATOR | $2,655 | $1,799 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sentrillion
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Sierra Vista, AZ
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Nfp Corporate Services (Pa), Inc. — Schedule C compensation