Sartori Company Retirement Savings Plan — Form 5500 plan (Sartori Company)
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, Sartori Company Retirement Savings Plan is a benefit plan reported by Sartori Company under EIN 39-0768447 and plan number 002. The latest loaded filing year is 2023. The filing reports 754 participants and $37,067,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sartori Company
- EIN
- 39-0768447
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth, WI
- Latest filing year
- 2023
- Participants
- 754
- End-of-year plan assets
- $37,067,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 754 | H, C | 20241008181857NAL0009974179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,067,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,067,485
- Net assets (BOY)
- $34,102,229
Income & contributions
- Employer contributions
- $1,137,652
- Participant contributions
- $3,413,886
- Total contributions
- $4,790,688
- Total income / additions
- $9,320,415
Expenses & distributions
- Benefits paid
- $6,263,790
- Administrative expenses
- $91,369
- Total expenses
- $6,355,159
- Net increase / (decrease)
- $2,965,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,913 | $0 | 2023 |
| Robert W. Baird & Co. Incorporated | INVESTMENT ADVISORY | $34,456 | $37 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sartori Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Plymouth, WI
- Principal Life Insurance Company — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation