2023 Form 5500 filing — Team Lyders 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 20241014070042NAL0025640481001) for Team Lyders Retirement Plan, reported by Sundance, Inc. under EIN 38-3284710 and plan number 001. It reports 2,188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070042NAL0025640481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sundance, Inc.
- EIN
- 38-3284710
- Plan number
- 001
- Location
- Brighton, MI
- Participants
- 2,188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,247,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,247,471
- Employer contributions
- $417,791
- Participant contributions
- $788,330
- Total income / additions
- $2,009,329
- Benefits paid
- $319,871
- Administrative expenses
- $61,885
- Total expenses
- $381,756
- Net increase / (decrease)
- $1,627,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehmann Financial Group | RECORDKEEPER | $41,649 | not reported in the loaded dataset |
| Rehmann Capital Advisory Group | ADVISOR | $20,196 | not reported in the loaded dataset |