Sierra Construction Company, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Sierra Construction Company, 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, Sierra Construction Company, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Sierra Construction Company, Inc. under EIN 91-1345528 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $50,543,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Construction Company, Inc.
- EIN
- 91-1345528
- Plan number
- 001
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $50,543,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240917131156NAL0001134643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,543,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,543,092
- Net assets (BOY)
- $39,015,423
Income & contributions
- Employer contributions
- $2,575,503
- Participant contributions
- $1,680,065
- Total contributions
- $4,319,084
- Total income / additions
- $12,563,661
Expenses & distributions
- Benefits paid
- $893,199
- Administrative expenses
- $142,793
- Total expenses
- $1,035,992
- Net increase / (decrease)
- $11,527,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | SEVICE PROVIDER | $120,594 | $0 | 2023 |
| Pension Design & Administration Inc | TPA | $0 | $20,211 | 2023 |
| Cbiz Berntson Porter | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset | 2023 |
| Pension Design & Administration Inc | SERVICE PROVIDER | $9,675 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $6,935 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Woodinville, WA
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Pension Design & Administration Inc — Schedule C compensation
- Cbiz Berntson Porter — Schedule C compensation
- Morningstar — Schedule C compensation