Plan5500

Sba Holdings 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, Sba Holdings Inc (EIN 82-4878919) is a plan sponsor located in Tulsa, OK with 1 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
82-4878919
Location
Tulsa, OK
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sba Holdings Inc

  • 2 loaded plans hold $216.5K in reported assets.
  • The largest, Sba Holdings, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 37 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$216.5KSummed across loaded plans$216,515
Total reported assets$216.5K$216,515
Total reported participants37
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$216.5K total assets
Net assets$216.5KLiabilities$0
Contributions & income
Employer contributions$42.2K
Participant contributions$42.4K
Total income / additions$130.3K
Expenses & distributions
Benefits paid / distributions$23.3K
Total expenses$45.4K
Net increase / (decrease)$84.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sba Holdings, Inc. 401(K) Plan
Participants per plan19Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sba Holdings, Inc. 401(K) Plan$216.5K
    Plan #001 · 28 participants · 2023
  2. 2
    Employee Health Plan Of Sba Holdings Incnot reported in the loaded dataset
    Plan #501 · 9 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sba Holdings Inc. Open one for its full reported snapshot.

  1. 2023
    Sba Holdings, Inc. 401(K) Plan28 participants · 2Sch I
    View filing →
  2. 2023
    Employee Health Plan Of Sba Holdings Inc9 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sba Holdings Inc report on Form 5500?
Sba Holdings Inc (EIN 82-4878919) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sba Holdings Inc?
The Employer Identification Number (EIN) reported for Sba Holdings Inc is 82-4878919.
What is the latest Form 5500 filing year for Sba Holdings Inc?
The latest loaded Form 5500 filing year for Sba Holdings Inc is 2023.

Related Form 5500 pages