Sentinel 401(K) And Profit Sharing Plan — Form 5500 plan (Sentinel Offender Services, 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, Sentinel 401(K) And Profit Sharing Plan is a benefit plan reported by Sentinel Offender Services, LLC under EIN 33-0929945 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $10,278,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentinel Offender Services, LLC
- EIN
- 33-0929945
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $10,278,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20240625100114NAL0004531219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,278,779
- Net assets (EOY)
- $10,278,779
- Net assets (BOY)
- $8,235,734
Income & contributions
- Employer contributions
- $229,920
- Participant contributions
- $776,798
- Total contributions
- $1,326,716
- Total income / additions
- $2,427,304
Expenses & distributions
- Benefits paid
- $328,630
- Administrative expenses
- $53,173
- Total expenses
- $384,259
- Net increase / (decrease)
- $2,043,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors,Inc | INVESTMENT ADVISORY PLAN | $30,496 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | AUDITOR | $15,745 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $6,932 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sentinel Offender Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Burnham Gibson Wealth Advisors,Inc — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation