Sundance Institute 401(K) Retirement Plan — Form 5500 plan (Sundance Institute)
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, Sundance Institute 401(K) Retirement Plan is a benefit plan reported by Sundance Institute under EIN 87-0361394 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $17,053,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sundance Institute
- EIN
- 87-0361394
- Plan number
- 001
- Plan type
- 2
- Location
- Park City, UT
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $17,053,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20240826200758NAL0010089889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,053,973
- Net assets (EOY)
- $17,053,973
- Net assets (BOY)
- $13,670,900
Income & contributions
- Employer contributions
- $388,525
- Participant contributions
- $802,635
- Total contributions
- $1,221,235
- Total income / additions
- $3,875,844
Expenses & distributions
- Benefits paid
- $443,514
- Administrative expenses
- $49,257
- Total expenses
- $492,771
- Net increase / (decrease)
- $3,383,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | ADVISOR | $36,859 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | RECORD KEEPER | $7,119 | $3,708 | 2023 |
| Plan Design Consultants | TPA | not reported in the loaded dataset | $7,466 | 2023 |
| Charles Schwab | ADVISOR | not reported in the loaded dataset | $4,121 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sundance Institute
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Park City, UT
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Plan Design Consultants — Schedule C compensation
- Charles Schwab — Schedule C compensation