How many benefit plans does The Savings Group, Inc. report on Form 5500?

The Savings Group, Inc. (EIN 87-1613364) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Savings Group, Inc.?

The Employer Identification Number (EIN) reported for The Savings Group, Inc. is 87-1613364.

What is the latest Form 5500 filing year for The Savings Group, Inc.?

The latest loaded Form 5500 filing year for The Savings Group, Inc. is 2023.

The Savings 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, The Savings Group, Inc. (EIN 87-1613364) is a plan sponsor located in Austin, TX 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: 87-1613364
Location: Austin, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,413,189
Total reported liabilities (EOY): $1,929
Total reported net assets (EOY): $11,411,260

Contributions & income

Employer contributions: $1,273,998
Participant contributions: $1,866,292
Total income / additions: $4,373,660

Expenses & distributions

Benefits paid / distributions: $3,034,449
Total expenses: $3,262,306
Net increase / (decrease): $1,111,354

Coverage

Total reported participants: 1,363
Plans with financial statements: 1
Plans with provider compensation: 1

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

The Savings Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Savings Group 401(K) Plan	001	972	$11,413,189	2023
Savings Groups, Inc. Health And Welfare Benefit Plan	505	391	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Savings Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Savings Group 401(K) Plan	972	H, C	20241009162636NAL0009402691001
2023	Savings Groups, Inc. Health And Welfare Benefit Plan	391	—	20250314133448NAL0013734947001