2023 Form 5500 filing — Sato America, LLC 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 20241015134611NAL0014748003001) for Sato America, LLC 401(K) Plan, reported by Sato America, LLC under EIN 77-0139314 and plan number 001. It reports 274 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)$23.9MReported net assets$23,892,941
Participants274
Provider compensation$36.2K3 Schedule C row(s)$36,237
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134611NAL0014748003001
Plan sponsor
Sato America, LLC
EIN
77-0139314
Plan number
001
Location
Charlotte, NC
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)$23.9M total assets
Net assets$23.9MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$465.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$23,892,941
Total liabilities (EOY)
$0
Net assets (EOY)
$23,892,941
Employer contributions
$465,932
Participant contributions
$1,208,223
Total income / additions
$5,105,993
Benefits paid
$3,391,181
Administrative expenses
$14,801
Total expenses
$3,405,982
Net increase / (decrease)
$1,700,011
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $21.4K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $14.8K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134611NAL0014748003001 cover?
It is the 2023 Form 5500 filing for Sato America, LLC 401(K) Plan, reported by Sato America, LLC (EIN 77-0139314).
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