2023 Form 5500 filing — Sager & Sager Associates Profit Sharing 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 20240729154319NAL0019051969001) for Sager & Sager Associates Profit Sharing Plan, reported by Sager & Sager Associates under EIN 23-1715816 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729154319NAL0019051969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sager & Sager Associates
- EIN
- 23-1715816
- Plan number
- 002
- Location
- Pottstown, PA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,569,502
- Net assets (EOY)
- $16,569,502
- Total income / additions
- $2,936,304
- Benefits paid
- $630,826
- Total expenses
- $630,826
- Net increase / (decrease)
- $2,305,478
- Schedule source
- Schedule I