2023 Form 5500 filing — Sage Automotive Interiors, Inc. 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 20241011085239NAL0022444033001) for Sage Automotive Interiors, Inc. 401(K) Plan, reported by Sage Automotive Interiors, Inc. under EIN 27-0266382 and plan number 002. It reports 1,220 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)$64MReported net assets$64,040,953

Participants1.2K1,220

Provider compensation$134.5K2 Schedule C row(s)$134,473

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011085239NAL0022444033001
Plan sponsor: Sage Automotive Interiors, Inc.
EIN: 27-0266382
Plan number: 002
Location: Greenville, SC
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)$64M total assets

Net assets$64MLiabilities—

Money in vs. money out

Total income / additions$14.4M

Total expenses$7.2M

Benefits paid / distributions$7M

Contributions

Employer$2.3M

Participant$3.7M

Full reported line items

Total assets (EOY): $64,040,953
Net assets (EOY): $64,040,953
Employer contributions: $2,300,537
Participant contributions: $3,680,900
Total income / additions: $14,387,643
Benefits paid: $6,995,913
Administrative expenses: $134,473
Total expenses: $7,162,990
Net increase / (decrease): $7,224,653

Schedule C

Reported service provider compensation

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

1
Global Retirement Partners, LLC$72.5K
ADVISOR · Direct $72.5K
2
Transamerica Retirement Solutions$62K
RECORD KEEPER · Direct $62K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011085239NAL0022444033001 cover?: It is the 2023 Form 5500 filing for Sage Automotive Interiors, Inc. 401(K) Plan, reported by Sage Automotive Interiors, Inc. (EIN 27-0266382).
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).