2023 Form 5500 filing — Sasser Family Holdings, 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 20241014191721NAL0028142737001) for Sasser Family Holdings, Inc. 401(K) Plan, reported by Sasser Family Holdings, Inc. under EIN 27-4335661 and plan number 001. It reports 393 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)$41.3MReported net assets$41,290,856
Participants393
Provider compensation$65.6K2 Schedule C row(s)$65,579
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014191721NAL0028142737001
Plan sponsor
Sasser Family Holdings, Inc.
EIN
27-4335661
Plan number
001
Location
Schaumburg, IL
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)$41.3M total assets
Net assets$41.3MLiabilities$41.1K
Money in vs. money out
Total income / additions$11.3M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$1.9M
Participant$2.9M
Full reported line items
Total assets (EOY)
$41,331,917
Total liabilities (EOY)
$41,061
Net assets (EOY)
$41,290,856
Employer contributions
$1,878,677
Participant contributions
$2,905,223
Total income / additions
$11,316,026
Benefits paid
$2,342,079
Administrative expenses
$65,579
Total expenses
$2,407,658
Net increase / (decrease)
$8,908,368
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $48.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $16.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014191721NAL0028142737001 cover?
It is the 2023 Form 5500 filing for Sasser Family Holdings, Inc. 401(K) Plan, reported by Sasser Family Holdings, Inc. (EIN 27-4335661).
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