Plan5500

Sentry Management, Inc. 401(K) Plan — Form 5500 plan (Sentry Management, 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, Sentry Management, Inc. 401(K) Plan is a benefit plan reported by Sentry Management, Inc. under EIN 59-1625937 and plan number 001. The latest loaded filing year is 2023. The filing reports 982 participants and $8,992,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sentry Management, Inc.
EIN
59-1625937
Plan number
001
Plan type
2
Location
Longwood, FL
Latest filing year
2023
Participants
982
End-of-year plan assets
$8,992,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023982H, C20241105084224NAL0007628273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,992,936
Total liabilities (EOY)
$519
Net assets (EOY)
$8,992,417
Net assets (BOY)
$7,751,428

Income & contributions

Employer contributions
$44,052
Participant contributions
$1,325,856
Total contributions
$1,493,285
Total income / additions
$2,635,335

Expenses & distributions

Benefits paid
$1,322,757
Administrative expenses
$71,589
Total expenses
$1,394,346
Net increase / (decrease)
$1,240,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesSERVICE PROVIDER$0$33,3802023
Voya Retirement Ins And Annuity Co.SERVICE PROVIDER$2,006$02023

Related Form 5500 pages