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, Sandler Retirement Plan is a benefit plan reported by L. M. Sandler & Sons, Inc. under EIN 54-1737065 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $27,731,997 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,731,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,731,997
- Net assets (BOY)
- $24,050,041
Income & contributions
- Employer contributions
- $278,209
- Participant contributions
- $2,145,929
- Total contributions
- $2,663,549
- Total income / additions
- $6,708,940
Expenses & distributions
- Benefits paid
- $2,923,134
- Administrative expenses
- $103,850
- Total expenses
- $3,026,984
- Net increase / (decrease)
- $3,681,956