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, The Saxton Group 401(K) Plan is a benefit plan reported by The Saxton Group, LLC under EIN 64-0802679 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $6,678,680 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,678,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,678,680
- Net assets (BOY)
- $5,696,033
Income & contributions
- Employer contributions
- $305,722
- Participant contributions
- $430,824
- Total contributions
- $736,546
- Total income / additions
- $1,668,052
Expenses & distributions
- Benefits paid
- $629,438
- Administrative expenses
- $55,967
- Total expenses
- $685,405
- Net increase / (decrease)
- $982,647