2023 Form 5500 filing — The Sundt Companies 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 20250417141632NAL0001055249001) for The Sundt Companies 401(K) Plan, reported by The Sundt Companies, Inc. under EIN 86-0923877 and plan number 002. It reports 3,448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417141632NAL0001055249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sundt Companies, Inc.
- EIN
- 86-0923877
- Plan number
- 002
- Location
- Tucson, AZ
- Participants
- 3,448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,839,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,839,350
- Employer contributions
- $0
- Participant contributions
- $21,471,433
- Total income / additions
- $58,421,370
- Benefits paid
- $10,114,164
- Administrative expenses
- $43,945
- Total expenses
- $10,392,349
- Net increase / (decrease)
- $48,029,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,945 | $0 |