2023 Form 5500 filing — Sanford Contractors, Inc. Retirement 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 20240731052435NAL0014048195001) for Sanford Contractors, Inc. Retirement Plan, reported by Sanford Contractors, Inc. under EIN 56-0939285 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731052435NAL0014048195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sanford Contractors, Inc.
- EIN
- 56-0939285
- Plan number
- 001
- Location
- Lemon Springs, NC
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,780,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,780,359
- Employer contributions
- $180,722
- Participant contributions
- $492,818
- Total income / additions
- $2,028,250
- Benefits paid
- $1,654,580
- Administrative expenses
- $57,503
- Total expenses
- $1,723,198
- Net increase / (decrease)
- $305,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $66,463 | $0 |
| Dmj & Co., Pllc | ACCOUNTANT | $14,451 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,820 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |