Sierra-Cedar Companies, LLC 401(K) Plan — Form 5500 plan (Sierra-Cedar Companies, LLC)
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, Sierra-Cedar Companies, LLC 401(K) Plan is a benefit plan reported by Sierra-Cedar Companies, LLC under EIN 85-1055558 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,032 participants and $276,420,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra-Cedar Companies, LLC
- EIN
- 85-1055558
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 1,032
- End-of-year plan assets
- $276,420,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,032 | H, C | 20240729115800NAL0019293201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,420,219
- Total liabilities (EOY)
- $251
- Net assets (EOY)
- $276,419,968
- Net assets (BOY)
- $243,721,621
Income & contributions
- Employer contributions
- $2,725,566
- Participant contributions
- $5,213,567
- Total contributions
- $8,235,098
- Total income / additions
- $60,609,363
Expenses & distributions
- Benefits paid
- $28,029,159
- Administrative expenses
- -$163,181
- Total expenses
- $27,911,016
- Net increase / (decrease)
- $32,698,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann P.C | ACCOUNTANT/AUDITOR | $18,323 | not reported in the loaded dataset | 2023 |
| Ascensus | ACTUARY | $6,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$236,429 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra-Cedar Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Capfinancial Partners, LLC — Schedule C compensation
- Mayer Hoffman Mccann P.C — Schedule C compensation
- Ascensus — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation