2023 Form 5500 filing — Sapaugh Motors 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 20241014140215NAL0013414131001) for Sapaugh Motors Retirement Plan, reported by Sapaugh Motors, Inc. under EIN 43-1334413 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014140215NAL0013414131001
Filing year
2023
Form type
2
Plan sponsor
Sapaugh Motors, Inc.
EIN
43-1334413
Plan number
001
Location
Herculaneum, MO
Participants
162
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,759,084
Total liabilities (EOY)
$0
Net assets (EOY)
$7,759,084
Employer contributions
$150,605
Participant contributions
$567,654
Total income / additions
$1,769,905
Benefits paid
$1,778,810
Administrative expenses
$44,331
Total expenses
$1,823,441
Net increase / (decrease)
-$53,536
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Eagles Strategies, LLCNONE$18,755not reported in the loaded dataset
Ascensus LLCNONE$15,574$0
Buckingham Asset Management.NONE$10,002not reported in the loaded dataset

Related Form 5500 pages