Plan5500

Sapp Bros., Inc. Retirement Plan — Form 5500 plan (Sapp Bros., 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, Sapp Bros., Inc. Retirement Plan is a benefit plan reported by Sapp Bros., Inc. under EIN 47-0720019 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,081 participants and $25,666,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sapp Bros., Inc.
EIN
47-0720019
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,081
End-of-year plan assets
$25,666,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,081H, C20240724134707NAL0007485763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,666,212
Total liabilities (EOY)
$0
Net assets (EOY)
$25,666,212
Net assets (BOY)
$20,248,444

Income & contributions

Employer contributions
$868,280
Participant contributions
$2,415,730
Total contributions
$3,284,010
Total income / additions
$7,482,577

Expenses & distributions

Benefits paid
$1,903,261
Administrative expenses
$111,781
Total expenses
$2,064,809
Net increase / (decrease)
$5,417,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$59,712$02023
Usi Advisors IncINVESTMENT ADVISOR$52,069not reported in the loaded dataset2023

Related Form 5500 pages