Safe Fleet Acquisition Corp 401(K) Plan — Form 5500 plan (Safe Fleet Acquisition Corp.)

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, Safe Fleet Acquisition Corp 401(K) Plan is a benefit plan reported by Safe Fleet Acquisition Corp. under EIN 80-0948131 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,568 participants and $61,567,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Safe Fleet Acquisition Corp.
EIN
80-0948131
Plan number
001
Plan type
2
Location
Belton, MO
Latest filing year
2023
Participants
1,568
End-of-year plan assets
$61,567,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,568H, C20241002053707NAL0004605187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,567,719
Total liabilities (EOY)
$0
Net assets (EOY)
$61,567,719
Net assets (BOY)
$52,012,883

Income & contributions

Employer contributions
$1,927,156
Participant contributions
$5,755,489
Total contributions
$8,289,112
Total income / additions
$17,492,359

Expenses & distributions

Benefits paid
$7,760,646
Administrative expenses
$131,472
Total expenses
$7,937,523
Net increase / (decrease)
$9,554,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$79,596$02023
Adp, Inc.RECORD KEEPER$51,350$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages