Sandata, LLC 401(K) Salary Savings Plan — Form 5500 plan (Sandata Technologies, LLC)

Plain-English plan 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, Sandata, LLC 401(K) Salary Savings Plan is a benefit plan reported by Sandata Technologies, LLC under EIN 27-2047041 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $29,722,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sandata Technologies, LLC
EIN
27-2047041
Plan number
001
Plan type
2
Location
Hicksville, NY
Latest filing year
2023
Participants
441
End-of-year plan assets
$29,722,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241007162555NAL0027962672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,722,511
Total liabilities (EOY)
$0
Net assets (EOY)
$29,722,511
Net assets (BOY)
$25,387,243

Income & contributions

Employer contributions
$230,777
Participant contributions
$2,900,854
Total contributions
$3,920,321
Total income / additions
$8,233,704

Expenses & distributions

Benefits paid
$3,750,371
Administrative expenses
$103,782
Total expenses
$3,898,436
Net increase / (decrease)
$4,335,268

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$58,545$02023
Commonwealth Fin'L NetworkNONE$39,369not reported in the loaded dataset2023
Vanguard Advisers Inc.NONE$6,215not reported in the loaded dataset2023

Related Form 5500 pages