2023 Form 5500 filing — B. F. Saul Company Employees' 401(K) Retirement 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 20241008092707NAL0016395137001) for B. F. Saul Company Employees' 401(K) Retirement Plan, reported by B. F. Saul Company under EIN 53-0140155 and plan number 002. It reports 2,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092707NAL0016395137001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- B. F. Saul Company
- EIN
- 53-0140155
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 2,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,496,406
- Net assets (EOY)
- $243,496,406
- Employer contributions
- $5,846,908
- Participant contributions
- $7,617,121
- Total income / additions
- $47,166,471
- Benefits paid
- $18,367,382
- Administrative expenses
- $321,930
- Total expenses
- $18,694,198
- Net increase / (decrease)
- $28,472,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $186,028 | $0 |
| Mma Securities LLC | INV ADVISOR | $97,902 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $38,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |