Plan5500

The Sundt Companies 401(K) 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 401(K) Plan is a benefit plan reported by The Sundt Companies, Inc. under EIN 86-0923877 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,448 participants and $156,839,350 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
002
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
3,448
End-of-year plan assets
$156,839,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,448H, C20250417141632NAL0001055249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,839,350
Total liabilities (EOY)
$0
Net assets (EOY)
$156,839,350
Net assets (BOY)
$108,810,329

Income & contributions

Employer contributions
$0
Participant contributions
$21,471,433
Total contributions
$26,491,157
Total income / additions
$58,421,370

Expenses & distributions

Benefits paid
$10,114,164
Administrative expenses
$43,945
Total expenses
$10,392,349
Net increase / (decrease)
$48,029,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,945$02023

Related Form 5500 pages