2023 Form 5500 filing — Saunders Construction, Inc. 401(K) 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 20240905183333NAL0000108257001) for Saunders Construction, Inc. 401(K) Plan, reported by Saunders Construction Inc under EIN 84-0706521 and plan number 002. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905183333NAL0000108257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saunders Construction Inc
- EIN
- 84-0706521
- Plan number
- 002
- Location
- Englewood, CO
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,767,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,767,163
- Employer contributions
- $2,148,805
- Participant contributions
- $3,696,731
- Total income / additions
- $13,903,106
- Benefits paid
- $4,857,477
- Administrative expenses
- $79,643
- Total expenses
- $4,909,528
- Net increase / (decrease)
- $8,993,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,643 | not reported in the loaded dataset |
| Ima Wealth Inc | ADVISOR | $35,000 | not reported in the loaded dataset |