2023 Form 5500 filing — The Saxton Group 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 20240916075003NAL0001309489001) for The Saxton Group 401(K) Plan, reported by The Saxton Group, LLC under EIN 64-0802679 and plan number 001. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916075003NAL0001309489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Saxton Group, LLC
- EIN
- 64-0802679
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,678,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,678,680
- Employer contributions
- $305,722
- Participant contributions
- $430,824
- Total income / additions
- $1,668,052
- Benefits paid
- $629,438
- Administrative expenses
- $55,967
- Total expenses
- $685,405
- Net increase / (decrease)
- $982,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Betterment For Business | RECORD KEEPER | $49,206 | $0 |
| Admin. Group, LLC Dba Tag Resources | TPA | $6,761 | $0 |