Santa Fuel, Inc. 401(K) Savings Plan — Form 5500 plan (Santa Fuel, Inc.)

Plain-English plan 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, Santa Fuel, Inc. 401(K) Savings Plan is a benefit plan reported by Santa Fuel, Inc. under EIN 06-0679846 and plan number 002. The latest loaded filing year is 2023. The filing reports 280 participants and $27,438,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santa Fuel, Inc.
EIN
06-0679846
Plan number
002
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
280
End-of-year plan assets
$27,438,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20241009122247NAL0018279825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,438,472
Total liabilities (EOY)
$0
Net assets (EOY)
$27,438,472
Net assets (BOY)
$25,620,979

Income & contributions

Employer contributions
$460,325
Participant contributions
$1,209,645
Total contributions
$1,967,355
Total income / additions
$6,092,252

Expenses & distributions

Benefits paid
$4,231,451
Administrative expenses
$27,290
Total expenses
$4,274,759
Net increase / (decrease)
$1,817,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mayflower Financial Advisors LLCINVESTMENT ADVISOR$25,485not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$1,805$02023

Related Form 5500 pages