2023 Form 5500 filing — Sansone Group 401(K) 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 20241015103002NAL0047370240001) for Sansone Group 401(K) Retirement Savings Plan, reported by Sansone Group, LLC under EIN 43-1821391 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103002NAL0047370240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sansone Group, LLC
- EIN
- 43-1821391
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,662,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,662,328
- Employer contributions
- $73,623
- Participant contributions
- $577,172
- Total income / additions
- $2,422,745
- Benefits paid
- $618,356
- Administrative expenses
- $55,050
- Total expenses
- $696,154
- Net increase / (decrease)
- $1,726,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Krilogy Financial LLC | INVEST ADVISOR, OTHER | $34,629 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,375 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $8,768 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,302 | not reported in the loaded dataset |