Sletten, Inc. 401(K) Profit Sharing Plan & Trust — 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. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sletten, Inc. under EIN 81-0418015 and plan number 005. The latest loaded filing year is 2023. The filing reports 337 participants and $19,979,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sletten, Inc.
EIN
81-0418015
Plan number
005
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
Participants
337
End-of-year plan assets
$19,979,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241010141551NAL0036046448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,979,712
Total liabilities (EOY)
$0
Net assets (EOY)
$19,979,712
Net assets (BOY)
$16,849,125

Income & contributions

Employer contributions
$0
Participant contributions
$1,126,090
Total contributions
$1,142,347
Total income / additions
$4,336,680

Expenses & distributions

Benefits paid
$1,107,558
Administrative expenses
$49,715
Total expenses
$1,206,093
Net increase / (decrease)
$3,130,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$34,159not reported in the loaded dataset2023
Capital Group Retirement PlanRECORD KEEPER$15,556not reported in the loaded dataset2023

Related Form 5500 pages