2023 Form 5500 filing — Sallus Retirement LLC Retirement 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 20241001133643NAL0013847666002) for Sallus Retirement LLC Retirement Trust, reported by Sallus Retirement LLC under EIN 85-0609152 and plan number 002. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$167.7KReported net assets$167,675
Participants0
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001133643NAL0013847666002
Plan sponsor
Sallus Retirement LLC
EIN
85-0609152
Plan number
002
Location
Berwyn, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$167.7K total assets
Net assets$167.7KLiabilities
Money in vs. money out
Total income / additions$167.7K
Total expenses$46
Benefits paid / distributionsNot reported
Contributions
Employer$42.9K
Participant$108.8K
Full reported line items
Total assets (EOY)
$167,675
Net assets (EOY)
$167,675
Employer contributions
$42,893
Participant contributions
$108,840
Total income / additions
$167,721
Administrative expenses
$46
Total expenses
$46
Net increase / (decrease)
$167,675

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001133643NAL0013847666002 cover?
It is the 2023 Form 5500 filing for Sallus Retirement LLC Retirement Trust, reported by Sallus Retirement LLC (EIN 85-0609152).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages