2023 Form 5500 filing — Sag 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 20241014155938NAL0046716208001) for Sag 401(K) Plan, reported by Sojitz Corporation Of America under EIN 46-4933173 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155938NAL0046716208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sojitz Corporation Of America
- EIN
- 46-4933173
- Plan number
- 001
- Location
- Berkeley, CA
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,204,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,204,373
- Employer contributions
- $413,107
- Participant contributions
- $2,838,701
- Total income / additions
- $8,737,099
- Benefits paid
- $2,335,706
- Administrative expenses
- $84,085
- Total expenses
- $2,419,791
- Net increase / (decrease)
- $6,317,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $42,957 | not reported in the loaded dataset |
| Bencivenga Ward & Company, Cpas, P | ACCOUNTANT/AUDITOR | $22,048 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,687 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,393 | not reported in the loaded dataset |