Plan5500

Sletten, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sletten, 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, Sletten, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sletten, Inc. under EIN 81-0418015 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $71,920,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sletten, Inc.
EIN
81-0418015
Plan number
002
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
Participants
411
End-of-year plan assets
$71,920,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20250115110211NAL0043740658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,920,975
Total liabilities (EOY)
$4,087
Net assets (EOY)
$71,916,888
Net assets (BOY)
$64,690,295

Income & contributions

Employer contributions
$5,292,478
Total contributions
$5,292,478
Total income / additions
$11,538,422

Expenses & distributions

Benefits paid
$4,295,189
Administrative expenses
$16,640
Total expenses
$4,311,829
Net increase / (decrease)
$7,226,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT MANAGER$8,628not reported in the loaded dataset2023
Capital Group Retirement Plan ServiINVESTMENT MANAGER$8,012not reported in the loaded dataset2023

Related Form 5500 pages