Sage Parts Plus, Inc. 401(K) Savings Plan — Form 5500 plan (Sage Parts Plus, 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, Sage Parts Plus, Inc. 401(K) Savings Plan is a benefit plan reported by Sage Parts Plus, Inc. under EIN 11-3526918 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $12,184,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sage Parts Plus, Inc.
EIN
11-3526918
Plan number
001
Plan type
2
Location
Melville, NY
Latest filing year
2023
Participants
237
End-of-year plan assets
$12,184,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241015115710NAL0014547651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,184,348
Total liabilities (EOY)
$0
Net assets (EOY)
$12,184,348
Net assets (BOY)
$10,258,023

Income & contributions

Employer contributions
$278,135
Participant contributions
$730,120
Total contributions
$1,360,604
Total income / additions
$3,317,486

Expenses & distributions

Benefits paid
$1,324,823
Administrative expenses
$66,338
Total expenses
$1,391,161
Net increase / (decrease)
$1,926,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock New YorkRECORDKEEPER$3,432$02023

Related Form 5500 pages