2023 Form 5500 filing — Saver Group, Inc. Employee Stock Ownership 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 20241015075144NAL0028958689002) for Saver Group, Inc. Employee Stock Ownership Plan, reported by Saver Group, Inc. under EIN 31-1532482 and plan number 002. It reports 866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075144NAL0028958689002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saver Group, Inc.
- EIN
- 31-1532482
- Plan number
- 002
- Location
- Campbellsville, KY
- Participants
- 866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,072,498
- Net assets (EOY)
- $8,072,498
- Total income / additions
- $481,096
- Benefits paid
- $561,272
- Administrative expenses
- $65,848
- Total expenses
- $627,120
- Net increase / (decrease)
- -$146,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Management Services LLC | TPA | $31,130 | $0 |
| Baldwin Cpas | CPA | $21,180 | $0 |
| Prairie Capital Advisors Inc | APPRAISOR | $10,630 | $0 |