The Sundt Companies Employee Stock Ownership Plan — Form 5500 plan (The Sundt Companies, 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, The Sundt Companies Employee Stock Ownership Plan is a benefit plan reported by The Sundt Companies, Inc. under EIN 86-0923877 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,948 participants and $1,064,355,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sundt Companies, Inc.
- EIN
- 86-0923877
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 2,948
- End-of-year plan assets
- $1,064,355,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,948 | H | 20250418140510NAL0002967153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,064,355,538
- Total liabilities (EOY)
- $41,300,504
- Net assets (EOY)
- $1,023,055,034
- Net assets (BOY)
- $611,752,409
Income & contributions
- Employer contributions
- $39,214,222
- Total contributions
- $39,214,222
- Total income / additions
- $446,375,646
Expenses & distributions
- Benefits paid
- $33,484,663
- Administrative expenses
- $1,950
- Total expenses
- $35,073,021
- Net increase / (decrease)
- $411,302,625
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.