2023 Form 5500 filing — Saddle Creek Corporation Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813071301NAL0005928771001) for Saddle Creek Corporation Retirement Savings Plan, reported by Saddle Creek Corporation Dba Saddle Creek Logistics under EIN 59-1166474 and plan number 001. It reports 6,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813071301NAL0005928771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saddle Creek Corporation Dba Saddle Creek Logistics
- EIN
- 59-1166474
- Plan number
- 001
- Location
- Lakeland, FL
- Participants
- 6,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,255,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,255,749
- Employer contributions
- $12,962,898
- Participant contributions
- $14,173,713
- Total income / additions
- $46,287,036
- Benefits paid
- $13,174,816
- Administrative expenses
- $552,930
- Total expenses
- $13,893,387
- Net increase / (decrease)
- $32,393,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $452,330 | $0 |
| Lpl Financial | OTHER | $50,000 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $600 | not reported in the loaded dataset |