2023 Form 5500 filing — Sai Business Solutions 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 20241008154106NAL0029121680001) for Sai Business Solutions LLC Retirement Trust, reported by Sai Business Solutions LLC under EIN 20-3420634 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,573,639
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008154106NAL0029121680001
Plan sponsor
Sai Business Solutions LLC
EIN
20-3420634
Plan number
001
Location
Houston, TX
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$675.9K
Total expenses$790.8K
Benefits paid / distributions$749.9K
Contributions
Employer$47.8K
Participant$151K
Full reported line items
Total assets (EOY)
$2,573,639
Total liabilities (EOY)
$0
Net assets (EOY)
$2,573,639
Employer contributions
$47,764
Participant contributions
$150,982
Total income / additions
$675,873
Benefits paid
$749,858
Administrative expenses
$1,938
Total expenses
$790,764
Net increase / (decrease)
-$114,891

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008154106NAL0029121680001 cover?
It is the 2023 Form 5500 filing for Sai Business Solutions LLC Retirement Trust, reported by Sai Business Solutions LLC (EIN 20-3420634).
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