2023 Form 5500 filing — Sandberg, Phoenix & Von Gontard P.C. 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 20250219131438NAL0004084017001) for Sandberg, Phoenix & Von Gontard P.C. Savings Plan, reported by Sandberg, Phoenix & Von Gontard P.C under EIN 43-1186987 and plan number 002. It reports 434 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)$86.3MReported net assets$86,329,252
Participants434
Provider compensation$76.3K2 Schedule C row(s)$76,310
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250219131438NAL0004084017001
- Plan sponsor
- Sandberg, Phoenix & Von Gontard P.C
- EIN
- 43-1186987
- Plan number
- 002
- Location
- St. Louis, MO
- 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)$86.3M total assets
Net assets$86.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $86,329,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,329,252
- Employer contributions
- $1,444,400
- Participant contributions
- $4,534,833
- Total income / additions
- $24,979,557
- Benefits paid
- $11,724,758
- Administrative expenses
- $74,460
- Total expenses
- $11,799,218
- Net increase / (decrease)
- $13,180,339
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisors LLC | NONE | $40,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $36,310 | $0 |