2023 Form 5500 filing — Sierra Construction Company, Inc. Profit Sharing 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 20240917131156NAL0001134643001) for Sierra Construction Company, Inc. Profit Sharing Retirement Plan, reported by Sierra Construction Company, Inc. under EIN 91-1345528 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917131156NAL0001134643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Construction Company, Inc.
- EIN
- 91-1345528
- Plan number
- 001
- Location
- Woodinville, WA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,543,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,543,092
- Employer contributions
- $2,575,503
- Participant contributions
- $1,680,065
- Total income / additions
- $12,563,661
- Benefits paid
- $893,199
- Administrative expenses
- $142,793
- Total expenses
- $1,035,992
- Net increase / (decrease)
- $11,527,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co | SEVICE PROVIDER | $120,594 | $0 |
| Pension Design & Administration Inc | TPA | $0 | $20,211 |
| Cbiz Berntson Porter | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset |
| Pension Design & Administration Inc | SERVICE PROVIDER | $9,675 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $6,935 |