2023 Form 5500 filing — Sachs Retirement 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 20250501092706NAL0002137299001) for Sachs Retirement Savings Plan, reported by Sac Health System under EIN 33-0664371 and plan number 001. It reports 890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501092706NAL0002137299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sac Health System
- EIN
- 33-0664371
- Plan number
- 001
- Location
- San Bernardino, CA
- Participants
- 890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,662,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,662,314
- Employer contributions
- $2,617,885
- Participant contributions
- $1,326,503
- Total income / additions
- $6,962,264
- Benefits paid
- $759,988
- Administrative expenses
- $184,039
- Total expenses
- $944,027
- Net increase / (decrease)
- $6,018,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $184,039 | $0 |