2023 Form 5500 filing — Sagitta Selective Investments, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240328105215NAL0002011811001) for Sagitta Selective Investments, Inc. 401(K) Plan, reported by Sagitta Selective Investments, Inc. under EIN 26-3640075 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$134.7KReported net assets$134,707
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240328105215NAL0002011811001
Plan sponsor
Sagitta Selective Investments, Inc.
EIN
26-3640075
Plan number
001
Location
Mount Pleasant, TX
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$134.7K total assets
Net assets$134.7KLiabilities
Money in vs. money out
Total income / additions-$18.8K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$134,707
Net assets (EOY)
$134,707
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$18,803
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$18,803

Related Form 5500 pages