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, Sauer Holdings, Inc. Savings And Retirement Plan is a benefit plan reported by Sauer Holdings, Inc. under EIN 25-1847425 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $50,035,381 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,035,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,035,381
- Net assets (BOY)
- $45,559,500
Income & contributions
- Employer contributions
- $1,360,914
- Participant contributions
- $3,016,627
- Total contributions
- $4,799,594
- Total income / additions
- $12,633,248
Expenses & distributions
- Benefits paid
- $8,075,186
- Administrative expenses
- $71,818
- Total expenses
- $8,157,367
- Net increase / (decrease)
- $4,475,881