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, Sanstone Management Company 401(K) Plan is a benefit plan reported by Sanstone Management Company, LLC under EIN 85-1120070 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,034 participants and $6,642,962 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,642,962
- Total liabilities (EOY)
- $193
- Net assets (EOY)
- $6,642,769
- Net assets (BOY)
- $4,957,605
Income & contributions
- Employer contributions
- $538,906
- Participant contributions
- $917,357
- Total contributions
- $1,627,886
- Total income / additions
- $2,501,221
Expenses & distributions
- Benefits paid
- $786,637
- Administrative expenses
- $29,420
- Total expenses
- $816,057
- Net increase / (decrease)
- $1,685,164