Saver Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Saver Group, Inc. (EIN 31-1532482) is a plan sponsor located in Campbellsville, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1532482
Location
Campbellsville, KY
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,615,260
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,615,260

Contributions & income

Participant contributions
$317,332
Total income / additions
$1,862,606

Expenses & distributions

Benefits paid / distributions
$902,490
Total expenses
$1,084,377
Net increase / (decrease)
$778,229

Coverage

Total reported participants
1,950
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Saver Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Saver Group, Inc. Employee Stock Ownership Plan002866$8,072,4982023
Saver Group, Inc. 401(K) Plan001555$7,542,7622023
Saver Group Inc Welfare Benefit Plan501529not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Saver Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Saver Group Inc Welfare Benefit Plan529C20240827131902NAL0019793600001
2023Saver Group, Inc. Employee Stock Ownership Plan866H, C20241015075144NAL0028958689002
2023Saver Group, Inc. 401(K) Plan555H, C20241015092325NAL0027937377001

Related Form 5500 pages