2023 Form 5500 filing — Saroyan 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 20241017143047NAL0033117809001) for Saroyan 401(K) Plan, reported by Saroyan Lumber Company under EIN 95-2052198 and plan number 002. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017143047NAL0033117809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saroyan Lumber Company
- EIN
- 95-2052198
- Plan number
- 002
- Location
- Huntington Park, CA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,234,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,234,632
- Employer contributions
- $59,036
- Participant contributions
- $302,236
- Total income / additions
- $1,017,985
- Benefits paid
- $204,117
- Administrative expenses
- $31,358
- Total expenses
- $235,475
- Net increase / (decrease)
- $782,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,194 | $0 |
| Lion Street Financial LLC | BROKER/ADVISER | $0 | $18,022 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,164 | not reported in the loaded dataset |