Sg Administration, Lp 401(K) Savings And Investment Plan — Form 5500 plan (Sg Administration, Lp)
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, Sg Administration, Lp 401(K) Savings And Investment Plan is a benefit plan reported by Sg Administration, Lp under EIN 30-0135502 and plan number 001. The latest loaded filing year is 2023. The filing reports 756 participants and $103,661,539 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$103.7MPlan net assets, end of year$103,661,539
Participants756Covered participants reported
Assets / participant$137.1KComputed: assets ÷ participants$137,118 (computed)
Provider compensation$129.7K3 Schedule C provider row(s)$129,721
- Plan sponsor
- Sg Administration, Lp
- EIN
- 30-0135502
- Plan number
- 001
- Plan type
- 2
- Location
- Selma, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20241010142854NAL0010137683001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$103.7M total assets
Net assets$103.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $103,661,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,661,539
- Net assets (BOY)
- $88,095,536
Income & contributions
- Employer contributions
- $3,415,057
- Participant contributions
- $4,309,429
- Total contributions
- $7,839,864
- Total income / additions
- $24,027,476
Expenses & distributions
- Benefits paid
- $8,338,755
- Administrative expenses
- $129,721
- Total expenses
- $8,461,473
- Net increase / (decrease)
- $15,566,003
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,337 | $0 | 2023 |
| If Advisors, LLC | CONSULTANT | $43,316 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $32,068 | not reported in the loaded dataset | 2023 |