2023 Form 5500 filing — Saratoga Homes Profit Sharing Plan & Trust
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 20241011122620NAL0010910611001) for Saratoga Homes Profit Sharing Plan & Trust, reported by Saratoga Corporate Management Group, LLC under EIN 20-8527129 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122620NAL0010910611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saratoga Corporate Management Group, LLC
- EIN
- 20-8527129
- Plan number
- 001
- Location
- El Paso, TX
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,259,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,259,983
- Employer contributions
- $200,000
- Participant contributions
- $0
- Total income / additions
- $455,970
- Benefits paid
- $134,260
- Administrative expenses
- $26,260
- Total expenses
- $160,520
- Net increase / (decrease)
- $295,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | INVESTMENT MANAGER | $20,543 | not reported in the loaded dataset |
| Pinnacle Plan Design, LLC | THIRD PARTY ADMINISTRATO | $5,717 | not reported in the loaded dataset |