2023 Form 5500 filing — Badillo Saatchi & Saatchi, Inc. Employees Savings 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 20241015160656NAL0048824576001) for Badillo Saatchi & Saatchi, Inc. Employees Savings Plan, reported by Badillo Saatchi & Saatchi, Inc. under EIN 66-0503707 and plan number 002. It reports 177 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)$10.7MReported net assets$10,672,184
Participants177
Provider compensation$63.9K4 Schedule C row(s)$63,875
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160656NAL0048824576001
- Plan sponsor
- Badillo Saatchi & Saatchi, Inc.
- EIN
- 66-0503707
- Plan number
- 002
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,672,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,672,184
- Employer contributions
- $204,175
- Participant contributions
- $254,543
- Total income / additions
- $1,956,952
- Benefits paid
- $396,615
- Administrative expenses
- $58,183
- Total expenses
- $471,299
- Net increase / (decrease)
- $1,485,653
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $43,556 | $0 |
| Empoweradvisory Group LLC | INVESTMENT MNGT | $15,479 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $4,840 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |