Sierra Nevada Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sierra Nevada Company, LLC)
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, Sierra Nevada Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sierra Nevada Company, LLC under EIN 88-0094415 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,660 participants and $849,856,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Nevada Company, LLC
- EIN
- 88-0094415
- Plan number
- 001
- Plan type
- 3
- Location
- Sparks, NV
- Latest filing year
- 2023
- Participants
- 6,660
- End-of-year plan assets
- $849,856,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,660 | H, C | 20241015162143NAL0030323441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $849,856,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $849,856,580
- Net assets (BOY)
- $879,465,087
Income & contributions
- Employer contributions
- $51,715,329
- Participant contributions
- $58,730,932
- Total contributions
- $121,484,151
- Total income / additions
- $278,750,525
Expenses & distributions
- Benefits paid
- $97,274,921
- Administrative expenses
- $262,222
- Total expenses
- $97,556,179
- Net increase / (decrease)
- $181,194,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cac Specialty | INSURANCE AGENT/BROK | $118,712 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | CONSULTANT | $80,000 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | ACCOUNTING | $43,600 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,911 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,001 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra Nevada Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Sparks, NV
- Cac Specialty — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation