2023 Form 5500 filing — Sa Holding Company, Inc. 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 20241001110718NAL0006979329001) for Sa Holding Company, Inc. 401(K) Plan, reported by Sa Holding Company, Inc. under EIN 81-0588728 and plan number 001. It reports 483 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)$6.7MReported net assets$6,741,319
Participants483
Provider compensation$58K2 Schedule C row(s)$57,954
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001110718NAL0006979329001
Plan sponsor
Sa Holding Company, Inc.
EIN
81-0588728
Plan number
001
Location
Ridgeland, MS
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$97K
Participant$809.7K
Full reported line items
Total assets (EOY)
$6,741,319
Total liabilities (EOY)
$0
Net assets (EOY)
$6,741,319
Employer contributions
$96,974
Participant contributions
$809,662
Total income / additions
$2,168,092
Benefits paid
$1,241,769
Administrative expenses
$57,954
Total expenses
$1,299,723
Net increase / (decrease)
$868,369
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $40.5K · Indirect $0
  2. 2
    ADVISOR · Direct $17.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001110718NAL0006979329001 cover?
It is the 2023 Form 5500 filing for Sa Holding Company, Inc. 401(K) Plan, reported by Sa Holding Company, Inc. (EIN 81-0588728).
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