2023 Form 5500 filing — Sentry Management, 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 20241105084224NAL0007628273001) for Sentry Management, Inc. 401(K) Plan, reported by Sentry Management, Inc. under EIN 59-1625937 and plan number 001. It reports 982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105084224NAL0007628273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sentry Management, Inc.
- EIN
- 59-1625937
- Plan number
- 001
- Location
- Longwood, FL
- Participants
- 982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,992,936
- Total liabilities (EOY)
- $519
- Net assets (EOY)
- $8,992,417
- Employer contributions
- $44,052
- Participant contributions
- $1,325,856
- Total income / additions
- $2,635,335
- Benefits paid
- $1,322,757
- Administrative expenses
- $71,589
- Total expenses
- $1,394,346
- Net increase / (decrease)
- $1,240,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $33,380 |
| Voya Retirement Ins And Annuity Co. | SERVICE PROVIDER | $2,006 | $0 |