2023 Form 5500 filing — Sawdey Solution Services, Inc. 401(K) Retirement 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 20240919151555NAL0006121233001) for Sawdey Solution Services, Inc. 401(K) Retirement Plan, reported by Sawdey Solution Services, Inc. under EIN 31-1765436 and plan number 001. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919151555NAL0006121233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sawdey Solution Services, Inc.
- EIN
- 31-1765436
- Plan number
- 001
- Location
- Beavercreek, OH
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,504,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,504,306
- Employer contributions
- $932,319
- Participant contributions
- $2,234,794
- Total income / additions
- $6,679,559
- Benefits paid
- $4,351,617
- Administrative expenses
- $16,475
- Total expenses
- $4,368,092
- Net increase / (decrease)
- $2,311,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group | SERVICE PROVIDER | $0 | $47,766 |
| Creative Retirement Systems, Inc. | THIRD PARTY ADMINISTRATO | $0 | $10,735 |