2023 Form 5500 filing — Sierra Nevada Company, LLC 401(K) Profit Sharing 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 20241015162143NAL0030323441001) for Sierra Nevada Company, LLC 401(K) Profit Sharing Plan, reported by Sierra Nevada Company, LLC under EIN 88-0094415 and plan number 001. It reports 6,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162143NAL0030323441001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sierra Nevada Company, LLC
- EIN
- 88-0094415
- Plan number
- 001
- Location
- Sparks, NV
- Participants
- 6,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $849,856,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $849,856,580
- Employer contributions
- $51,715,329
- Participant contributions
- $58,730,932
- Total income / additions
- $278,750,525
- Benefits paid
- $97,274,921
- Administrative expenses
- $262,222
- Total expenses
- $97,556,179
- Net increase / (decrease)
- $181,194,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cac Specialty | INSURANCE AGENT/BROK | $118,712 | not reported in the loaded dataset |
| Merrill Lynch | CONSULTANT | $80,000 | not reported in the loaded dataset |
| Eide Bailly Llp | ACCOUNTING | $43,600 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,911 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,001 | $0 |