2023 Form 5500 filing — Sargent Electric Company 401(K) Profit Sharing 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 20240930131712NAL0005718849001) for Sargent Electric Company 401(K) Profit Sharing Plan, reported by Sargent Electric Company under EIN 25-0935920 and plan number 002. It reports 129 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)$10.4MReported net assets$10,373,850
Participants129
Provider compensation$7.4K2 Schedule C row(s)$7,442
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930131712NAL0005718849001
Plan sponsor
Sargent Electric Company
EIN
25-0935920
Plan number
002
Location
Pittsburgh, PA
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$704K
Benefits paid / distributions$696.6K
Contributions
Employer$645.3K
Participant$995.8K
Full reported line items
Total assets (EOY)
$10,373,850
Total liabilities (EOY)
$0
Net assets (EOY)
$10,373,850
Employer contributions
$645,313
Participant contributions
$995,827
Total income / additions
$3,261,158
Benefits paid
$696,593
Administrative expenses
$7,442
Total expenses
$704,035
Net increase / (decrease)
$2,557,123
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $5.8K
  2. 2
    RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930131712NAL0005718849001 cover?
It is the 2023 Form 5500 filing for Sargent Electric Company 401(K) Profit Sharing Plan, reported by Sargent Electric Company (EIN 25-0935920).
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