2023 Form 5500 filing — Sarnova Hc, LLC Profit Sharing Plan And 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 20240927123709NAL0003681360001) for Sarnova Hc, LLC Profit Sharing Plan And Trust, reported by Sarnova Hc, LLC under EIN 26-2549813 and plan number 001. It reports 1,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927123709NAL0003681360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sarnova Hc, LLC
- EIN
- 26-2549813
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 1,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,833,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,833,779
- Employer contributions
- $3,070,981
- Participant contributions
- $8,269,739
- Total income / additions
- $27,130,086
- Benefits paid
- $12,490,132
- Administrative expenses
- $204,125
- Total expenses
- $12,694,257
- Net increase / (decrease)
- $14,435,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $130,333 | $0 |
| Resource Investment Advisors LLC | NONE | $59,000 | not reported in the loaded dataset |