2023 Form 5500 filing — The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust

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 20240904162805NAL0020454145001) for The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust, reported by Sauer Brands, Inc. under EIN 83-4457275 and plan number 001. It reports 1,166 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)$62.4MReported net assets$62,434,484
Participants1.2K1,166
Provider compensation$138.4K3 Schedule C row(s)$138,441
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904162805NAL0020454145001
Plan sponsor
Sauer Brands, Inc.
EIN
83-4457275
Plan number
001
Location
Richmond, VA
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)$62.4M total assets
Net assets$62.4MLiabilities$0
Money in vs. money out
Total income / additions$16M
Total expenses$10M
Benefits paid / distributions$9.9M
Contributions
Employer$2.1M
Participant$4.2M
Full reported line items
Total assets (EOY)
$62,434,484
Total liabilities (EOY)
$0
Net assets (EOY)
$62,434,484
Employer contributions
$2,080,722
Participant contributions
$4,189,206
Total income / additions
$15,995,479
Benefits paid
$9,852,694
Administrative expenses
$105,045
Total expenses
$10,034,383
Net increase / (decrease)
$5,961,096
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $96.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $33.8K
  3. 3
    INVESTMENT MGMT · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904162805NAL0020454145001 cover?
It is the 2023 Form 5500 filing for The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust, reported by Sauer Brands, Inc. (EIN 83-4457275).
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