Alan Saven — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Alan Saven (EIN 33-0962305) is a plan sponsor located in Del Mar, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0962305
Location
Del Mar, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,273,603
Total reported net assets (EOY)
$1,273,603

Contributions & income

Total income / additions
$306,903

Expenses & distributions

Net increase / (decrease)
$306,903

Coverage

Total reported participants
1
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Alan Saven plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Alan Saven Health Care Keogh Plan0011$1,273,6032023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alan Saven
YearPlanParticipantsSchedulesFiling
2023Alan Saven Health Care Keogh Plan1I20240624090008NAL0005823457001

Related Form 5500 pages