Sanford Contractors, Inc. Retirement Plan — Form 5500 plan (Sanford Contractors, Inc.)
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, Sanford Contractors, Inc. Retirement Plan is a benefit plan reported by Sanford Contractors, Inc. under EIN 56-0939285 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $10,780,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sanford Contractors, Inc.
- EIN
- 56-0939285
- Plan number
- 001
- Plan type
- 2
- Location
- Lemon Springs, NC
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $10,780,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240731052435NAL0014048195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,780,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,780,359
- Net assets (BOY)
- $10,475,307
Income & contributions
- Employer contributions
- $180,722
- Participant contributions
- $492,818
- Total contributions
- $775,743
- Total income / additions
- $2,028,250
Expenses & distributions
- Benefits paid
- $1,654,580
- Administrative expenses
- $57,503
- Total expenses
- $1,723,198
- Net increase / (decrease)
- $305,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $66,463 | $0 | 2023 |
| Dmj & Co., Pllc | ACCOUNTANT | $14,451 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $9,820 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sanford Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lemon Springs, NC
- Raymond James Financial Service — Schedule C compensation
- Dmj & Co., Pllc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation