2023 Form 5500 filing — Sentinel 401(K) And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625100114NAL0004531219001) for Sentinel 401(K) And Profit Sharing Plan, reported by Sentinel Offender Services, LLC under EIN 33-0929945 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625100114NAL0004531219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sentinel Offender Services, LLC
- EIN
- 33-0929945
- Plan number
- 001
- Location
- Anaheim, CA
- Participants
- 391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,278,779
- Net assets (EOY)
- $10,278,779
- Employer contributions
- $229,920
- Participant contributions
- $776,798
- Total income / additions
- $2,427,304
- Benefits paid
- $328,630
- Administrative expenses
- $53,173
- Total expenses
- $384,259
- Net increase / (decrease)
- $2,043,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors,Inc | INVESTMENT ADVISORY PLAN | $30,496 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | AUDITOR | $15,745 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $6,932 | $0 |