2023 Form 5500 filing — Sayres And Associates LLC 401k 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 20241015132111NAL0049589504001) for Sayres And Associates LLC 401k Retirement Plan, reported by Sayres And Associates LLC under EIN 52-2309489 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.3MReported net assets$20,343,370
Participants419
Provider compensation$119.3K2 Schedule C row(s)$119,343
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132111NAL0049589504001
Plan sponsor
Sayres And Associates LLC
EIN
52-2309489
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$348.9K
Participant$1.9M
Full reported line items
Total assets (EOY)
$20,343,370
Total liabilities (EOY)
$0
Net assets (EOY)
$20,343,370
Employer contributions
$348,896
Participant contributions
$1,899,653
Total income / additions
$5,605,814
Benefits paid
$3,087,946
Administrative expenses
$3,955
Total expenses
$3,094,284
Net increase / (decrease)
$2,511,530
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $4.5K · Indirect $71.1K
  2. 2
    NONE · Direct $0 · Indirect $43.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132111NAL0049589504001 cover?
It is the 2023 Form 5500 filing for Sayres And Associates LLC 401k Retirement Plan, reported by Sayres And Associates LLC (EIN 52-2309489).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages