2023 Form 5500 filing — Sa Support Services, Inc. 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 20241014093703NAL0013069603001) for Sa Support Services, Inc. 401(K) Profit Sharing Plan And Trust, reported by Sa Support Services, Inc. under EIN 84-2001593 and plan number 001. It reports 584 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)$9.4MReported net assets$9,426,364

Participants584

Provider compensation$62.9K4 Schedule C row(s)$62,906

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014093703NAL0013069603001
Plan sponsor: Sa Support Services, Inc.
EIN: 84-2001593
Plan number: 001
Location: Minneapolis, MN
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)$9.4M total assets

Net assets$9.4MLiabilities$0

Money in vs. money out

Total income / additions$3.1M

Total expenses$708.7K

Benefits paid / distributions$661.9K

Contributions

Employer$584.6K

Participant$1.1M

Full reported line items

Total assets (EOY): $9,426,364
Total liabilities (EOY): $0
Net assets (EOY): $9,426,364
Employer contributions: $584,592
Participant contributions: $1,145,507
Total income / additions: $3,075,134
Benefits paid: $661,905
Administrative expenses: $46,840
Total expenses: $708,745
Net increase / (decrease): $2,366,389

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$46.8K
CONTRACT ADMINISTRATOR · Direct $46.8K · Indirect $0
2
S B H U Life Agency Inc$16.1K
OTHER SERVICES · Direct $0 · Indirect $16.1K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093703NAL0013069603001 cover?: It is the 2023 Form 5500 filing for Sa Support Services, Inc. 401(K) Profit Sharing Plan And Trust, reported by Sa Support Services, Inc. (EIN 84-2001593).
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).