2023 Form 5500 filing — Sapp Bros., Inc. Retirement 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 20240724134707NAL0007485763001) for Sapp Bros., Inc. Retirement Plan, reported by Sapp Bros., Inc. under EIN 47-0720019 and plan number 001. It reports 1,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724134707NAL0007485763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sapp Bros., Inc.
- EIN
- 47-0720019
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,666,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,666,212
- Employer contributions
- $868,280
- Participant contributions
- $2,415,730
- Total income / additions
- $7,482,577
- Benefits paid
- $1,903,261
- Administrative expenses
- $111,781
- Total expenses
- $2,064,809
- Net increase / (decrease)
- $5,417,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $59,712 | $0 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $52,069 | not reported in the loaded dataset |