Save On Sp 401(K) Plan — Form 5500 plan (Save On Sp 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, Save On Sp 401(K) Plan is a benefit plan reported by Save On Sp LLC under EIN 47-3603390 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $6,352,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Save On Sp LLC
- EIN
- 47-3603390
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $6,352,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240829140044NAL0006486195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,352,242
- Net assets (EOY)
- $6,352,242
- Net assets (BOY)
- $3,563,253
Income & contributions
- Employer contributions
- $1,214,864
- Participant contributions
- $895,222
- Total contributions
- $2,256,511
- Total income / additions
- $2,996,942
Expenses & distributions
- Benefits paid
- $185,788
- Administrative expenses
- $14,969
- Total expenses
- $207,953
- Net increase / (decrease)
- $2,788,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock New York | RECORDKEEPER | $6,791 | $0 | 2023 |
| Wilshire Associates Inc (Ny) | REGISTERED IN VESTMENT AD | $850 | not reported in the loaded dataset | 2023 |