2023 Form 5500 filing — Sasaki Associates, Inc. 401(K) Profit Sharing 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 20240909075434NAL0009909970001) for Sasaki Associates, Inc. 401(K) Profit Sharing Plan, reported by Sasaki Associates, Inc. under EIN 04-2230445 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909075434NAL0009909970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sasaki Associates, Inc.
- EIN
- 04-2230445
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,017,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,017,941
- Employer contributions
- $0
- Participant contributions
- $3,145,538
- Total income / additions
- $13,452,515
- Benefits paid
- $3,718,216
- Administrative expenses
- $87,040
- Total expenses
- $3,810,696
- Net increase / (decrease)
- $9,641,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,900 | $0 |
| Clifton Larson Allen, Llp | ACCOUNTANT/AUDITOR | $27,358 | not reported in the loaded dataset |
| Fiducient Advisors | INVESTMENT ADVISOR | $24,974 | not reported in the loaded dataset |