Credit Saint, LLC 401(K) Plan — Form 5500 plan (Credit Saint, LLC)
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, Credit Saint, LLC 401(K) Plan is a benefit plan reported by Credit Saint, LLC under EIN 26-0839546 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $1,063,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Saint, LLC
- EIN
- 26-0839546
- Plan number
- 001
- Plan type
- 2
- Location
- Saddle Brook, NJ
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $1,063,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241008130139NAL0008349619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,063,035
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $1,063,017
- Net assets (BOY)
- $688,197
Income & contributions
- Employer contributions
- $165,050
- Participant contributions
- $143,340
- Total contributions
- $308,907
- Total income / additions
- $406,927
Expenses & distributions
- Benefits paid
- $21,316
- Administrative expenses
- $10,791
- Total expenses
- $32,107
- Net increase / (decrease)
- $374,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $6,067 | $0 | 2023 |
| Altigro Pension Services Inc | CONTRACT ADMIN | $1,950 | $622 | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $1,416 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $786 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $322 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Credit Saint, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Saddle Brook, NJ
- Empower Annuity Insurance Company — Schedule C compensation
- Altigro Pension Services Inc — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation