Sansone Group 401(K) Retirement Savings Plan — Form 5500 plan (Sansone Group, 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, Sansone Group 401(K) Retirement Savings Plan is a benefit plan reported by Sansone Group, LLC under EIN 43-1821391 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $12,662,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sansone Group, LLC
- EIN
- 43-1821391
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $12,662,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241015103002NAL0047370240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,662,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,662,328
- Net assets (BOY)
- $10,935,737
Income & contributions
- Employer contributions
- $73,623
- Participant contributions
- $577,172
- Total contributions
- $657,555
- Total income / additions
- $2,422,745
Expenses & distributions
- Benefits paid
- $618,356
- Administrative expenses
- $55,050
- Total expenses
- $696,154
- Net increase / (decrease)
- $1,726,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Krilogy Financial LLC | INVEST ADVISOR, OTHER | $34,629 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,375 | $0 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $8,768 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,302 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sansone Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Krilogy Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation