2023 Form 5500 filing — Sante Operations, LLC 401(K) Profit Sharing Plan And 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 20241013151613NAL0024851009001) for Sante Operations, LLC 401(K) Profit Sharing Plan And Trust, reported by Sante Operations, LLC under EIN 27-3161091 and plan number 001. It reports 1,389 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)$10.1MReported net assets$10,147,469
Participants1.4K1,389
Provider compensation$114.2K3 Schedule C row(s)$114,222
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013151613NAL0024851009001
Plan sponsor
Sante Operations, LLC
EIN
27-3161091
Plan number
001
Location
Salem, OR
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)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$328.8K
Participant$2M
Full reported line items
Total assets (EOY)
$10,147,469
Total liabilities (EOY)
$0
Net assets (EOY)
$10,147,469
Employer contributions
$328,791
Participant contributions
$1,990,543
Total income / additions
$3,919,179
Benefits paid
$1,506,419
Administrative expenses
$114,223
Total expenses
$1,641,795
Net increase / (decrease)
$2,277,384
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $60.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $33.7K
  3. 3
    INVESTMENT MGMT · Direct $19.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013151613NAL0024851009001 cover?
It is the 2023 Form 5500 filing for Sante Operations, LLC 401(K) Profit Sharing Plan And Trust, reported by Sante Operations, LLC (EIN 27-3161091).
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).

Related Form 5500 pages