2023 Form 5500 filing — Saville Cpas & Advisors LLC 401k 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 20241015121232NAL0049286016005) for Saville Cpas & Advisors LLC 401k Plan, reported by Saville Cpas & Advisors, LLC under EIN 90-0525804 and plan number 001. It reports 169 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)$12.5MReported net assets$12,451,584

Participants169

Provider compensation$14K1 Schedule C row(s)$14,046

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015121232NAL0049286016005
Plan sponsor: Saville Cpas & Advisors, LLC
EIN: 90-0525804
Plan number: 001
Location: Dallas, TX
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)$12.5M total assets

Net assets$12.5MLiabilities—

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.8M

Benefits paid / distributions$1.8M

Contributions

Employer$547.9K

Participant$1.1M

Full reported line items

Total assets (EOY): $12,451,584
Net assets (EOY): $12,451,584
Employer contributions: $547,889
Participant contributions: $1,137,275
Total income / additions: $3,692,173
Benefits paid: $1,814,482
Administrative expenses: $14,049
Total expenses: $1,828,531
Net increase / (decrease): $1,863,642

Schedule C

Reported service provider compensation

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

1
Fideliity Investments Insitutional$14K
ADVISOR · Direct $14K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121232NAL0049286016005 cover?: It is the 2023 Form 5500 filing for Saville Cpas & Advisors LLC 401k Plan, reported by Saville Cpas & Advisors, LLC (EIN 90-0525804).
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).