2023 Form 5500 filing — Sav-More Drug, LLC 401(K) 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 20241010163639NAL0010269043001) for Sav-More Drug, LLC 401(K) Plan, reported by Sav-More Drug, LLC under EIN 75-2047264 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163639NAL0010269043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sav-More Drug, LLC
- EIN
- 75-2047264
- Plan number
- 001
- Location
- Tyler, TX
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,094,889
- Net assets (EOY)
- $8,094,889
- Employer contributions
- $164,993
- Participant contributions
- $357,519
- Total income / additions
- $1,650,705
- Benefits paid
- $1,287,021
- Administrative expenses
- $42,018
- Total expenses
- $1,329,039
- Net increase / (decrease)
- $321,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $42,018 | $0 |
| Hilltop Securities Inc. | BROKER | $0 | $15,446 |