2023 Form 5500 filing — Sage Centers 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 20241011121714NAL0021828721001) for Sage Centers 401(K) Profit Sharing Plan, reported by Sage Veterinary Centers, Lp under EIN 83-0977678 and plan number 001. It reports 1,285 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)$0Reported net assets

Participants1.3K1,285

Provider compensation$106.2K3 Schedule C row(s)$106,160

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011121714NAL0021828721001
Plan sponsor: Sage Veterinary Centers, Lp
EIN: 83-0977678
Plan number: 001
Location: Concord, 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.

Money in vs. money out

Total income / additions$21.3M

Total expenses$12.8M

Benefits paid / distributions$12.7M

Contributions

Employer$3.2M

Participant$5.4M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $3,168,363
Participant contributions: $5,394,235
Total income / additions: $21,334,675
Benefits paid: $12,702,628
Administrative expenses: $106,160
Total expenses: $12,787,394
Net increase / (decrease): $8,547,281

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$106.2K
CONTRACT ADMINISTRATOR · Direct $106.2K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011121714NAL0021828721001 cover?: It is the 2023 Form 5500 filing for Sage Centers 401(K) Profit Sharing Plan, reported by Sage Veterinary Centers, Lp (EIN 83-0977678).
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).