Plan5500

The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sauer Brands, Inc.)

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 Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sauer Brands, Inc. under EIN 83-4457275 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,166 participants and $62,434,484 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.4MPlan net assets, end of year$62,434,484
Participants1.2KCovered participants reported1,166
Assets / participant$53.5KComputed: assets ÷ participants$53,546 (computed)
Provider compensation$138.4K3 Schedule C provider row(s)$138,441
Plan sponsor
Sauer Brands, Inc.
EIN
83-4457275
Plan number
001
Plan type
2
Location
Richmond, VA
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
    1,166 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)$62.4M total assets
Net assets$62.4MLiabilities$0
Money in vs. money out
Total income / additions$16M
Total expenses$10M
Benefits paid / distributions$9.9M
Contributions
Employer$2.1M
Participant$4.2M
Full reported line items

Net assets

Total assets (EOY)
$62,434,484
Total liabilities (EOY)
$0
Net assets (EOY)
$62,434,484
Net assets (BOY)
$56,473,388

Income & contributions

Employer contributions
$2,080,722
Participant contributions
$4,189,206
Total contributions
$7,202,066
Total income / additions
$15,995,479

Expenses & distributions

Benefits paid
$9,852,694
Administrative expenses
$105,045
Total expenses
$10,034,383
Net increase / (decrease)
$5,961,096
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 33%Participant 67%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Empower Annuity Insurance Company O$96.9K
    RECORDKEEPER · Direct $96.9K · Indirect $0
  2. 2
    Mma Securities LLC$33.8K
    INVESTMENT ADVISOR · Direct $33.8K
  3. 3
    Empower Advisory Group, LLC$7.8K
    INVESTMENT MGMT · Direct $7.8K

What to inspect next

Frequently asked questions

Who sponsors the The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust?
The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust is reported as sponsored by Sauer Brands, Inc. (EIN 83-4457275, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust report?
The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust reports 1,166 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust?
The Sauer Brands, Inc. 401(K) Profit Sharing Plan & Trust reports $62,434,484 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