2023 Form 5500 filing — Saber Healthcare 401(K) Profit Sharing 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 20241015114403NAL0016253571001) for Saber Healthcare 401(K) Profit Sharing Plan, reported by Saber Healthcare Group, L.L.C under EIN 02-0542620 and plan number 003. It reports 12,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015114403NAL0016253571001
Filing year
2023
Form type
2
Plan sponsor
Saber Healthcare Group, L.L.C
EIN
02-0542620
Plan number
003
Location
Beachwood, OH
Participants
12,387
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$60,329,643
Total liabilities (EOY)
$354,300
Net assets (EOY)
$59,975,343
Employer contributions
$6,000
Participant contributions
$9,512,341
Total income / additions
$20,110,323
Benefits paid
$7,098,379
Administrative expenses
$30,444
Total expenses
$7,385,663
Net increase / (decrease)
$12,724,660
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncADVISOR$43,849not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$12,032not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$25,437$0

Related Form 5500 pages