Saunders Construction, Inc. 401(K) Plan — Form 5500 plan (Saunders Construction 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, Saunders Construction, Inc. 401(K) Plan is a benefit plan reported by Saunders Construction Inc under EIN 84-0706521 and plan number 002. The latest loaded filing year is 2023. The filing reports 573 participants and $49,767,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saunders Construction Inc
EIN
84-0706521
Plan number
002
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
573
End-of-year plan assets
$49,767,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023573H, C20240905183333NAL0000108257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,767,163
Total liabilities (EOY)
$0
Net assets (EOY)
$49,767,163
Net assets (BOY)
$40,773,585

Income & contributions

Employer contributions
$2,148,805
Participant contributions
$3,696,731
Total contributions
$6,503,508
Total income / additions
$13,903,106

Expenses & distributions

Benefits paid
$4,857,477
Administrative expenses
$79,643
Total expenses
$4,909,528
Net increase / (decrease)
$8,993,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,643not reported in the loaded dataset2023
Ima Wealth IncADVISOR$35,000not reported in the loaded dataset2023

Related Form 5500 pages