2023 Form 5500 filing — Sanders Supply, 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 20241011083224NAL0021527153001) for Sanders Supply, Inc. 401(K) Plan, reported by Sanders Supply under EIN 71-0426080 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083224NAL0021527153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sanders Supply
- EIN
- 71-0426080
- Plan number
- 001
- Location
- Hot Springs, AR
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,169,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,169,657
- Employer contributions
- $247,897
- Participant contributions
- $518,116
- Total income / additions
- $3,272,922
- Benefits paid
- $181,056
- Administrative expenses
- $30,218
- Total expenses
- $211,274
- Net increase / (decrease)
- $3,061,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,460 | $0 |
| Stephens Group Asset | INVESTMENT ADVISOR | $12,776 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $2,255 | not reported in the loaded dataset |
| Fidelity Trust Company | RECORDKEEPER | $1,698 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29 | not reported in the loaded dataset |