2023 Form 5500 filing — Save Mart Companies Retirement 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 20241011180543NAL0045402002001) for Save Mart Companies Retirement Savings Plan, reported by The Save Mart Companies under EIN 94-1245496 and plan number 003. It reports 15,439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180543NAL0045402002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Save Mart Companies
- EIN
- 94-1245496
- Plan number
- 003
- Location
- Modesto, CA
- Participants
- 15,439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $949,761,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $949,761,527
- Employer contributions
- $4,872,344
- Participant contributions
- $27,185,036
- Total income / additions
- $166,736,200
- Benefits paid
- $95,941,979
- Administrative expenses
- $1,112,293
- Total expenses
- $97,153,615
- Net increase / (decrease)
- $69,582,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,042,768 | $0 |
| Creative Palnning | INVESTMENT ADVISORY | $69,525 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |