Sandis 401k — Form 5500 plan (Sandis Civil Engineers, Surveyors,)

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, Sandis 401k is a benefit plan reported by Sandis Civil Engineers, Surveyors, under EIN 94-1724242 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $19,359,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sandis Civil Engineers, Surveyors,
EIN
94-1724242
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
139
End-of-year plan assets
$19,359,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20250317144316NAL0001469267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,359,754
Total liabilities (EOY)
$0
Net assets (EOY)
$19,359,754
Net assets (BOY)
$15,402,022

Income & contributions

Employer contributions
$380,449
Participant contributions
$680,646
Total contributions
$1,191,194
Total income / additions
$4,331,790

Expenses & distributions

Benefits paid
$329,554
Administrative expenses
$44,504
Total expenses
$374,058
Net increase / (decrease)
$3,957,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$22,488$02023
Newport Group ConsultingCONSULTANT$15,889not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$6,127not reported in the loaded dataset2023

Related Form 5500 pages