Sawdey Solution Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Sawdey Solution Services, 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, Sawdey Solution Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Sawdey Solution Services, Inc. under EIN 31-1765436 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $23,504,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sawdey Solution Services, Inc.
EIN
31-1765436
Plan number
001
Plan type
2
Location
Beavercreek, OH
Latest filing year
2023
Participants
541
End-of-year plan assets
$23,504,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023541H, C20240919151555NAL0006121233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,504,306
Total liabilities (EOY)
$0
Net assets (EOY)
$23,504,306
Net assets (BOY)
$21,192,839

Income & contributions

Employer contributions
$932,319
Participant contributions
$2,234,794
Total contributions
$3,368,717
Total income / additions
$6,679,559

Expenses & distributions

Benefits paid
$4,351,617
Administrative expenses
$16,475
Total expenses
$4,368,092
Net increase / (decrease)
$2,311,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial GroupSERVICE PROVIDER$0$47,7662023
Creative Retirement Systems, Inc.THIRD PARTY ADMINISTRATO$0$10,7352023

Related Form 5500 pages