2023 Form 5500 filing — Savage Companies Retirement & Employee Savings 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 20240715150946NAL0003025266001) for Savage Companies Retirement & Employee Savings Plan, reported by Savage Companies under EIN 87-0387049 and plan number 001. It reports 5,311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715150946NAL0003025266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Savage Companies
- EIN
- 87-0387049
- Plan number
- 001
- Location
- Midvale, UT
- Participants
- 5,311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $301,089,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $301,089,688
- Employer contributions
- $6,889,608
- Participant contributions
- $18,272,168
- Total income / additions
- $72,895,063
- Benefits paid
- $50,356,088
- Administrative expenses
- $609,612
- Total expenses
- $50,982,231
- Net increase / (decrease)
- $21,912,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $453,737 | $0 |
| Vanguard Advisers Inc. | NONE | $123,570 | not reported in the loaded dataset |
| Mariner Wealth Advisors | NONE | $27,500 | not reported in the loaded dataset |
| Tanner Accountants & Advisors | NONE | $24,956 | not reported in the loaded dataset |
| Alliant Insurance Services | NONE | $5,748 | not reported in the loaded dataset |