Savibank 401(K) Retirement Plan & Trust — Form 5500 plan (Savi Financial Corporation)
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, Savibank 401(K) Retirement Plan & Trust is a benefit plan reported by Savi Financial Corporation under EIN 82-3841877 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $9,237,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savi Financial Corporation
- EIN
- 82-3841877
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Vernon, WA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $9,237,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015180544NAL0017016051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,237,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,237,714
- Net assets (BOY)
- $7,214,470
Income & contributions
- Employer contributions
- $422,892
- Participant contributions
- $937,543
- Total contributions
- $1,813,521
- Total income / additions
- $2,958,987
Expenses & distributions
- Benefits paid
- $894,076
- Administrative expenses
- $25,177
- Total expenses
- $935,743
- Net increase / (decrease)
- $2,023,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,978 | $35,685 | 2023 |
| Edward D Jones And Co | NONE | $0 | $26,977 | 2023 |
| Mid Atlantic Trust Company Fbo Lrs2 | NONE | $11,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Savi Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mount Vernon, WA
- American United Life Insurance Co — Schedule C compensation
- Edward D Jones And Co — Schedule C compensation
- Mid Atlantic Trust Company Fbo Lrs2 — Schedule C compensation