Sager & Sager Associates Profit Sharing Plan — Form 5500 plan (Sager & Sager Associates)
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, Sager & Sager Associates Profit Sharing Plan is a benefit plan reported by Sager & Sager Associates under EIN 23-1715816 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $16,569,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sager & Sager Associates
- EIN
- 23-1715816
- Plan number
- 002
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $16,569,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240729154319NAL0019051969001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,569,502
- Net assets (EOY)
- $16,569,502
- Net assets (BOY)
- $14,264,024
Income & contributions
- Total income / additions
- $2,936,304
Expenses & distributions
- Benefits paid
- $630,826
- Total expenses
- $630,826
- Net increase / (decrease)
- $2,305,478
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.