Sbc 401(K) Plan And Trust — Form 5500 plan (Sbc, 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, Sbc 401(K) Plan And Trust is a benefit plan reported by Sbc, Inc. under EIN 81-0540152 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $10,892,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sbc, Inc.
- EIN
- 81-0540152
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $10,892,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241004145137NAL0020607696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,892,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,892,061
- Net assets (BOY)
- $9,106,923
Income & contributions
- Employer contributions
- $498,331
- Participant contributions
- $458,347
- Total contributions
- $956,678
- Total income / additions
- $2,317,883
Expenses & distributions
- Benefits paid
- $470,213
- Administrative expenses
- $62,532
- Total expenses
- $532,745
- Net increase / (decrease)
- $1,785,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,332 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $18,758 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,435 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisor | OTHER | $7,503 | not reported in the loaded dataset | 2023 |
| Sannah M Brandt LLC Dba Upa | CONTRACT ADMIN | $7,503 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sbc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisor — Schedule C compensation
- Sannah M Brandt LLC Dba Upa — Schedule C compensation