2023 Form 5500 filing — Sagent, LLC 401(K) 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 20240828095941NAL0012010641001) for Sagent, LLC 401(K) Plan, reported by Sagent, LLC under EIN 38-3912549 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,134,609

Participants162

Provider compensation$50.2K4 Schedule C row(s)$50,239

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240828095941NAL0012010641001
Plan sponsor: Sagent, LLC
EIN: 38-3912549
Plan number: 001
Location: Coppell, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.2M total assets

Net assets$5.1MLiabilities$32.6K

Money in vs. money out

Total income / additions$1.5M

Total expenses$465.5K

Benefits paid / distributions$418.8K

Contributions

Employer$174.6K

Participant$571.5K

Full reported line items

Total assets (EOY): $5,167,219
Total liabilities (EOY): $32,610
Net assets (EOY): $5,134,609
Employer contributions: $174,635
Participant contributions: $571,546
Total income / additions: $1,523,340
Benefits paid: $418,821
Administrative expenses: $42,535
Total expenses: $465,499
Net increase / (decrease): $1,057,841

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$39K
CONTRACT ADMINISTRATOR · Direct $39K · Indirect $0
2
Ameriprise Financial Services Inc.$6.1K
OTHER SERVICES · Direct $0 · Indirect $6.1K
3
Pension Financial Services, Inc.$5.2K
TPA · Direct $3.6K · Indirect $1.6K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828095941NAL0012010641001 cover?: It is the 2023 Form 5500 filing for Sagent, LLC 401(K) Plan, reported by Sagent, LLC (EIN 38-3912549).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).