2023 Form 5500 filing — Sage Publications, Inc. 401(K) Profit Sharing 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 20241010150910NAL0040597378001) for Sage Publications, Inc. 401(K) Profit Sharing Plan, reported by Sage Publications, Inc. under EIN 95-2454902 and plan number 002. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150910NAL0040597378001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sage Publications, Inc.
- EIN
- 95-2454902
- Plan number
- 002
- Location
- Thousand Oaks, CA
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,387,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,387,058
- Employer contributions
- $5,519,342
- Participant contributions
- $7,064,949
- Total income / additions
- $31,903,502
- Benefits paid
- $6,808,100
- Administrative expenses
- $162,364
- Total expenses
- $6,970,464
- Net increase / (decrease)
- $24,933,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Retirement Services LLC | SERVICE PROVIDER | $65,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $35,500 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $25,113 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $22,751 | not reported in the loaded dataset |
| Holthouse Carlin And Van Trigt L | SERVICE PROVIDER | $14,000 | not reported in the loaded dataset |