Us Sugar Savannah Refinery 401(K) Plan — Form 5500 plan (United States Sugar Savannah Refinery, 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, Us Sugar Savannah Refinery 401(K) Plan is a benefit plan reported by United States Sugar Savannah Refinery, LLC under EIN 86-3775804 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $56,050,208 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$56.1MPlan net assets, end of year$56,050,208
Participants430Covered participants reported
Assets / participant$130.3KComputed: assets ÷ participants$130,349 (computed)
Provider compensation$79K2 Schedule C provider row(s)$79,027
Plan sponsor
United States Sugar Savannah Refinery, LLC
EIN
86-3775804
Plan number
001
Plan type
2
Location
Port Wentworth, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023430H, C20241015152607NAL0050173296001
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)$56.1M total assets
Net assets$56.1MLiabilities$0
Money in vs. money out
Total income / additions$13.4M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$2M
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$56,050,208
Total liabilities (EOY)
$0
Net assets (EOY)
$56,050,208
Net assets (BOY)
$47,823,987

Income & contributions

Employer contributions
$2,042,925
Participant contributions
$3,072,526
Total contributions
$6,047,856
Total income / additions
$13,432,607

Expenses & distributions

Benefits paid
$5,144,110
Administrative expenses
$58,120
Total expenses
$5,206,386
Net increase / (decrease)
$8,226,221
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 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,119$02023
AscensusOTHER SERVICES$0$20,9082023

Related Form 5500 pages