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, Sandy Alexander, Inc. Retirement Savings Plan is a benefit plan reported by Sandy Alexander, Inc. under EIN 75-0460390 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $29,888,838 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,888,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,888,838
- Net assets (BOY)
- $27,460,194
Income & contributions
- Employer contributions
- $112,398
- Participant contributions
- $1,572,879
- Total contributions
- $1,863,178
- Total income / additions
- $6,374,561
Expenses & distributions
- Benefits paid
- $3,862,006
- Administrative expenses
- $78,527
- Total expenses
- $3,945,917
- Net increase / (decrease)
- $2,428,644