2023 Form 5500 filing — Sand Companies, Inc. 401(K) Plan And Trust
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 20241010115608NAL0033979488001) for Sand Companies, Inc. 401(K) Plan And Trust, reported by Sand Companies, Inc. under EIN 41-1741095 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115608NAL0033979488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sand Companies, Inc.
- EIN
- 41-1741095
- Plan number
- 001
- Location
- Waite Park, MN
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,555,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,555,562
- Employer contributions
- $326,604
- Participant contributions
- $742,180
- Total income / additions
- $2,884,674
- Benefits paid
- $1,656,225
- Administrative expenses
- $108,386
- Total expenses
- $1,764,611
- Net increase / (decrease)
- $1,120,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accredited Investor Services, LLC | NONE | $59,716 | $0 |
| Alerus Financial, N.A. | NONE | $39,320 | $0 |
| Schlenner Wenner & Co. | NONE | $9,350 | not reported in the loaded dataset |