2023 Form 5500 filing — Sadler Power Train, Inc. Retirement And 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 20240730085005NAL0020405201001) for Sadler Power Train, Inc. Retirement And 401(K) Plan, reported by Sadler Power Train, Inc. under EIN 42-1034714 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,483,549
Participants128
Provider compensation$61.4K3 Schedule C row(s)$61,393
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730085005NAL0020405201001
Plan sponsor
Sadler Power Train, Inc.
EIN
42-1034714
Plan number
001
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$502.9K
Benefits paid / distributions$458.5K
Contributions
Employer$337.7K
Participant$708.6K
Full reported line items
Total assets (EOY)
$12,483,549
Total liabilities (EOY)
$0
Net assets (EOY)
$12,483,549
Employer contributions
$337,662
Participant contributions
$708,649
Total income / additions
$2,923,666
Benefits paid
$458,545
Administrative expenses
$44,357
Total expenses
$502,902
Net increase / (decrease)
$2,420,764
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $44.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $17K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730085005NAL0020405201001 cover?
It is the 2023 Form 5500 filing for Sadler Power Train, Inc. Retirement And 401(K) Plan, reported by Sadler Power Train, Inc. (EIN 42-1034714).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages