Safe Haven Security 401(K) Plan — Form 5500 plan (Safe Haven Holdings 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, Safe Haven Security 401(K) Plan is a benefit plan reported by Safe Haven Holdings Inc. under EIN 85-4104907 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,621 participants and $16,256,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Safe Haven Holdings Inc.
EIN
85-4104907
Plan number
001
Plan type
2
Location
North Kansas City, MO
Latest filing year
2023
Participants
1,621
End-of-year plan assets
$16,256,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,621H, C20250113122448NAL0037200674001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,256,135
Total liabilities (EOY)
$0
Net assets (EOY)
$16,256,135
Net assets (BOY)
$10,354,442

Income & contributions

Employer contributions
$14,208
Participant contributions
$5,574,538
Total contributions
$5,767,923
Total income / additions
$8,093,477

Expenses & distributions

Benefits paid
$2,126,979
Administrative expenses
$60,661
Total expenses
$2,191,784
Net increase / (decrease)
$5,901,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$60,661$02023

Related Form 5500 pages