The Line & Saguaro Hotels 401k Plan — Form 5500 plan (Sagl LLC)

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 Line & Saguaro Hotels 401k Plan is a benefit plan reported by Sagl LLC under EIN 86-3296461 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,251 participants and $5,351,759 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,351,759
Participants1.3KCovered participants reported1,251
Assets / participant$4.3KComputed: assets ÷ participants$4,278 (computed)
Provider compensation$49.1K2 Schedule C provider row(s)$49,131
Plan sponsor
Sagl LLC
EIN
86-3296461
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,251H, C20241014145024NAL0026460817001
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$230.7K
Participant$784K
Full reported line items

Net assets

Total assets (EOY)
$5,351,759
Total liabilities (EOY)
$0
Net assets (EOY)
$5,351,759
Net assets (BOY)
$4,514,263

Income & contributions

Employer contributions
$230,652
Participant contributions
$784,046
Total contributions
$1,158,100
Total income / additions
$2,052,188

Expenses & distributions

Benefits paid
$1,137,095
Administrative expenses
$38,992
Total expenses
$1,214,692
Net increase / (decrease)
$837,496
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 23%Participant 77%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$38,992$02023
Arthur J. Gallagher & CoADVISORY$10,139not reported in the loaded dataset2023

Related Form 5500 pages