2023 Form 5500 filing — Save On Sp Cash Balance 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 20240829140051NAL0006486243001) for Save On Sp Cash Balance Plan, reported by Save On Sp LLC under EIN 47-3603390 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829140051NAL0006486243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Save On Sp LLC
- EIN
- 47-3603390
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,472,261
- Net assets (EOY)
- $5,472,261
- Employer contributions
- $1,083,000
- Participant contributions
- $0
- Total income / additions
- $1,357,540
- Administrative expenses
- $14,998
- Total expenses
- $14,998
- Net increase / (decrease)
- $1,342,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | FINANCIAL ADVISOR | $15,028 | not reported in the loaded dataset |