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SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN
Plan identification number 001

SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIERRA FOUR INVESTMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIERRA FOUR INVESTMENT GROUP, INC.
Employer identification number (EIN):463934667
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about SIERRA FOUR INVESTMENT GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-10-21
Company Identification Number: 0801869332
Legal Registered Office Address: 18308 CONGAREE ST

PFLUGERVILLE
United States of America (USA)
78660

More information about SIERRA FOUR INVESTMENT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOHN MANUEL SIERRA
0012017-01-01JOHN MANUEL SIERRA
0012016-01-01JOHN MANUEL SIERRA
0012015-01-01JOHN MANUEL SIERRA
0012014-01-01JOHN M. SIERRA
0012013-10-22JOHN M. SIERRA

Plan Statistics for SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN

401k plan membership statisitcs for SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN

Measure Date Value
2023: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-011
2019: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-221
Total number of active participants reported on line 7a of the Form 55002013-10-221
Number of retired or separated participants receiving benefits2013-10-220
Number of other retired or separated participants entitled to future benefits2013-10-220
Total of all active and inactive participants2013-10-221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-220
Total participants2013-10-221
Number of participants with account balances2013-10-221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-220

Financial Data on SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN

Measure Date Value
2023 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$33,375
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$124,275
Total plan assets at beginning of year2023-12-31$90,900
Value of fidelity bond covering the plan2023-12-31$110,000
Other income received2023-12-31$33,375
Net income (gross income less expenses)2023-12-31$33,375
Net plan assets at end of year (total assets less liabilities)2023-12-31$124,275
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$90,900
Assets. Value of employer securities2023-12-31$124,275
2022 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-36,472
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$90,900
Total plan assets at beginning of year2022-12-31$127,372
Value of fidelity bond covering the plan2022-12-31$110,000
Other income received2022-12-31$-36,472
Net income (gross income less expenses)2022-12-31$-36,472
Net plan assets at end of year (total assets less liabilities)2022-12-31$90,900
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$127,372
Assets. Value of employer securities2022-12-31$90,900
2021 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$-49,221
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$127,372
Total plan assets at beginning of year2021-12-31$176,593
Value of fidelity bond covering the plan2021-12-31$110,000
Other income received2021-12-31$-49,221
Net income (gross income less expenses)2021-12-31$-49,221
Net plan assets at end of year (total assets less liabilities)2021-12-31$127,372
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$176,593
Assets. Value of employer securities2021-12-31$127,372
2020 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$40,581
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$176,593
Total plan assets at beginning of year2020-12-31$136,012
Value of fidelity bond covering the plan2020-12-31$110,000
Other income received2020-12-31$40,581
Net income (gross income less expenses)2020-12-31$40,581
Net plan assets at end of year (total assets less liabilities)2020-12-31$176,593
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$136,012
Assets. Value of employer securities2020-12-31$176,593
2019 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-13,655
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$136,012
Total plan assets at beginning of year2019-12-31$149,667
Value of fidelity bond covering the plan2019-12-31$110,000
Other income received2019-12-31$-13,655
Net income (gross income less expenses)2019-12-31$-13,655
Net plan assets at end of year (total assets less liabilities)2019-12-31$136,012
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$149,667
Assets. Value of employer securities2019-12-31$136,012
2018 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-47,516
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$149,667
Total plan assets at beginning of year2018-12-31$197,183
Value of fidelity bond covering the plan2018-12-31$110,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-47,516
Net income (gross income less expenses)2018-12-31$-47,516
Net plan assets at end of year (total assets less liabilities)2018-12-31$149,667
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$197,183
Assets. Value of employer securities2018-12-31$149,667
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-61,164
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$197,183
Total plan assets at beginning of year2017-12-31$258,347
Value of fidelity bond covering the plan2017-12-31$110,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-61,164
Net income (gross income less expenses)2017-12-31$-61,164
Net plan assets at end of year (total assets less liabilities)2017-12-31$197,183
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$258,347
Assets. Value of employer securities2017-12-31$197,183
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$350,668
Expenses. Total of all expenses incurred2016-12-31$15
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$416,196
Total plan assets at beginning of year2016-12-31$65,543
Value of fidelity bond covering the plan2016-12-31$110,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$393,605
Other income received2016-12-31$-42,937
Net income (gross income less expenses)2016-12-31$350,653
Net plan assets at end of year (total assets less liabilities)2016-12-31$416,196
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$65,543
Assets. Value of employer securities2016-12-31$416,196
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15
2015 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-28,653
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$65,543
Total plan assets at beginning of year2015-12-31$94,196
Value of fidelity bond covering the plan2015-12-31$110,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-28,653
Net income (gross income less expenses)2015-12-31$-28,653
Net plan assets at end of year (total assets less liabilities)2015-12-31$65,543
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$94,196
Assets. Value of employer securities2015-12-31$65,543
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-124
Expenses. Total of all expenses incurred2014-12-31$15
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$94,196
Total plan assets at beginning of year2014-12-31$94,335
Value of fidelity bond covering the plan2014-12-31$110,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$40,015
Other income received2014-12-31$-40,139
Net income (gross income less expenses)2014-12-31$-139
Net plan assets at end of year (total assets less liabilities)2014-12-31$94,196
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$94,335
Assets. Value of employer securities2014-12-31$94,196
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15
2013 : SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$94,335
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$94,335
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$100,000
Other income received2013-12-31$-5,665
Net income (gross income less expenses)2013-12-31$94,335
Net plan assets at end of year (total assets less liabilities)2013-12-31$94,335
Assets. Value of employer securities2013-12-31$94,335
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN

2023: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIERRA FOUR INVESTMENT GROUP, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-22Type of plan entitySingle employer plan
2013-10-22First time form 5500 has been submittedYes
2013-10-22This return/report is a short plan year return/report (less than 12 months)Yes
2013-10-22Plan funding arrangement – TrustYes
2013-10-22Plan benefit arrangement - TrustYes

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