2023 Form 5500 filing — Saarman Construction, Ltd. 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 20241010083434NAL0009828467001) for Saarman Construction, Ltd. 401(K) Retirement Plan, reported by Saarman Construction, Ltd. under EIN 94-2929210 and plan number 001. It reports 113 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)$11.3MReported net assets$11,289,237

Participants113

Provider compensation$39.7K4 Schedule C row(s)$39,672

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010083434NAL0009828467001
Plan sponsor: Saarman Construction, Ltd.
EIN: 94-2929210
Plan number: 001
Location: Alameda, CA
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)$11.3M total assets

Net assets$11.3MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$439.5K

Benefits paid / distributions$399K

Contributions

Employer$609.2K

Participant$334.3K

Full reported line items

Total assets (EOY): $11,289,237
Total liabilities (EOY): $0
Net assets (EOY): $11,289,237
Employer contributions: $609,186
Participant contributions: $334,256
Total income / additions: $2,276,001
Benefits paid: $398,957
Administrative expenses: $40,508
Total expenses: $439,465
Net increase / (decrease): $1,836,536

Schedule C

Reported service provider compensation

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

1
Transamerica Life Insurance Company$27.8K
RECORDKEEPER · Direct $27.8K · Indirect $0
2
Futureplan By Ascensus$5.6K
TPA · Direct $5.6K · Indirect $32
3
Lincoln Financil Advisors Corp$4.3K
INVESTMENT ADVISORY - PLA · Direct $4.3K
4
Mesirow Financial, Inc.$2K
INVESTMENT ADVISORY-PLAN · Direct $2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010083434NAL0009828467001 cover?: It is the 2023 Form 5500 filing for Saarman Construction, Ltd. 401(K) Retirement Plan, reported by Saarman Construction, Ltd. (EIN 94-2929210).
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).