B. F. Saul Company Employees' 401(K) Retirement Plan — Form 5500 plan (B. F. Saul 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, B. F. Saul Company Employees' 401(K) Retirement Plan is a benefit plan reported by B. F. Saul Company under EIN 53-0140155 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,416 participants and $243,496,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B. F. Saul Company
- EIN
- 53-0140155
- Plan number
- 002
- Plan type
- 3
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 2,416
- End-of-year plan assets
- $243,496,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,416 | H, C | 20241008092707NAL0016395137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,496,406
- Net assets (EOY)
- $243,496,406
- Net assets (BOY)
- $215,024,133
Income & contributions
- Employer contributions
- $5,846,908
- Participant contributions
- $7,617,121
- Total contributions
- $14,228,448
- Total income / additions
- $47,166,471
Expenses & distributions
- Benefits paid
- $18,367,382
- Administrative expenses
- $321,930
- Total expenses
- $18,694,198
- Net increase / (decrease)
- $28,472,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $186,028 | $0 | 2023 |
| Mma Securities LLC | INV ADVISOR | $97,902 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $38,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B. F. Saul Company
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- National Financial Services — Schedule C compensation