2023 Form 5500 filing — Saulsbury Industries, Inc. Employee 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 20240924140729NAL0004743059001) for Saulsbury Industries, Inc. Employee 401(K) Plan, reported by Saulsbury Industries, Inc. under EIN 75-2969084 and plan number 001. It reports 1,669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924140729NAL0004743059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saulsbury Industries, Inc.
- EIN
- 75-2969084
- Plan number
- 001
- Location
- Odessa, TX
- Participants
- 1,669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,916,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,916,538
- Employer contributions
- $2,228,423
- Participant contributions
- $4,073,314
- Total income / additions
- $12,964,449
- Benefits paid
- $6,340,449
- Administrative expenses
- $141,075
- Total expenses
- $6,483,159
- Net increase / (decrease)
- $6,481,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $94,373 | $0 |
| Prime Capital Investment Advisors | ADVISOR | $32,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,202 | not reported in the loaded dataset |