2023 Form 5500 filing — Santa Fuel, Inc. 401(K) 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 20241009122247NAL0018279825001) for Santa Fuel, Inc. 401(K) Savings Plan, reported by Santa Fuel, Inc. under EIN 06-0679846 and plan number 002. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122247NAL0018279825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Fuel, Inc.
- EIN
- 06-0679846
- Plan number
- 002
- Location
- Bridgeport, CT
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,438,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,438,472
- Employer contributions
- $460,325
- Participant contributions
- $1,209,645
- Total income / additions
- $6,092,252
- Benefits paid
- $4,231,451
- Administrative expenses
- $27,290
- Total expenses
- $4,274,759
- Net increase / (decrease)
- $1,817,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $25,485 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,805 | $0 |