Plan5500

Safeguard Operations 401(K) Plan — Form 5500 plan (Safeguard Operations, 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, Safeguard Operations 401(K) Plan is a benefit plan reported by Safeguard Operations, LLC under EIN 52-2288756 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $10,543,453 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.5MPlan net assets, end of year$10,543,453
Participants268Covered participants reported
Assets / participant$39.3KComputed: assets ÷ participants$39,341 (computed)
Provider compensation$80.7K3 Schedule C provider row(s)$80,708
Plan sponsor
Safeguard Operations, LLC
EIN
52-2288756
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    268 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$352.6K
Participant$835.3K
Full reported line items

Net assets

Total assets (EOY)
$10,543,453
Total liabilities (EOY)
$0
Net assets (EOY)
$10,543,453
Net assets (BOY)
$9,218,657

Income & contributions

Employer contributions
$352,560
Participant contributions
$835,330
Total contributions
$1,250,267
Total income / additions
$2,543,544

Expenses & distributions

Benefits paid
$1,172,193
Administrative expenses
$46,555
Total expenses
$1,218,748
Net increase / (decrease)
$1,324,796
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$42.4K
    CONTRACT ADMINISTRATOR · Direct $42.4K · Indirect $0
  2. 2
    Broadstreet Capital Advisors, LLC$30.5K
    INVESTMENT ADVISORY · Direct $0 · Indirect $30.5K
  3. 3
    Erisa Services, Inc.$7.9K
    CONTRACT ADMINISTRATOR · Direct $4.2K · Indirect $3.7K

What to inspect next

Frequently asked questions

Who sponsors the Safeguard Operations 401(K) Plan?
Safeguard Operations 401(K) Plan is reported as sponsored by Safeguard Operations, LLC (EIN 52-2288756, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Safeguard Operations 401(K) Plan?
The latest Form 5500 filing year loaded for Safeguard Operations 401(K) Plan is 2023.
How many participants does Safeguard Operations 401(K) Plan report?
Safeguard Operations 401(K) Plan reports 268 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Safeguard Operations 401(K) Plan?
Safeguard Operations 401(K) Plan reports $10,543,453 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages