2023 Form 5500 filing — Saad Healthcare Services 401(K) Profit Sharing 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 20250413152240NAL0000591729001) for Saad Healthcare Services 401(K) Profit Sharing Plan, reported by Saad Enterprises Inc. under EIN 63-0904463 and plan number 001. It reports 440 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)$12.6MReported net assets$12,639,270
Participants440
Provider compensation$86.9K2 Schedule C row(s)$86,913
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250413152240NAL0000591729001
Plan sponsor
Saad Enterprises Inc.
EIN
63-0904463
Plan number
001
Location
Mobile, AL
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$439.6K
Participant$902.8K
Full reported line items
Total assets (EOY)
$12,639,270
Total liabilities (EOY)
$0
Net assets (EOY)
$12,639,270
Employer contributions
$439,599
Participant contributions
$902,779
Total income / additions
$2,894,221
Benefits paid
$1,705,254
Administrative expenses
$86,913
Total expenses
$1,806,720
Net increase / (decrease)
$1,087,501
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $52K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $35K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250413152240NAL0000591729001 cover?
It is the 2023 Form 5500 filing for Saad Healthcare Services 401(K) Profit Sharing Plan, reported by Saad Enterprises Inc. (EIN 63-0904463).
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