2023 Form 5500 filing — Sandis 401k
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 20250317144316NAL0001469267001) for Sandis 401k, reported by Sandis Civil Engineers, Surveyors, under EIN 94-1724242 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317144316NAL0001469267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sandis Civil Engineers, Surveyors,
- EIN
- 94-1724242
- Plan number
- 001
- Location
- Roseville, CA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,359,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,359,754
- Employer contributions
- $380,449
- Participant contributions
- $680,646
- Total income / additions
- $4,331,790
- Benefits paid
- $329,554
- Administrative expenses
- $44,504
- Total expenses
- $374,058
- Net increase / (decrease)
- $3,957,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $22,488 | $0 |
| Newport Group Consulting | CONSULTANT | $15,889 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $6,127 | not reported in the loaded dataset |