2023 Form 5500 filing — Saddlebrooke Two 401(K) 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 20241015170101NAL0015129411001) for Saddlebrooke Two 401(K) Savings Plan, reported by Saddlebrooke Homeowners Assoc. No. 2, Inc. under EIN 86-0801880 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170101NAL0015129411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saddlebrooke Homeowners Assoc. No. 2, Inc.
- EIN
- 86-0801880
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,636,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,636,481
- Employer contributions
- $50,116
- Participant contributions
- $228,909
- Total income / additions
- $526,817
- Benefits paid
- $222,181
- Administrative expenses
- $24,829
- Total expenses
- $247,010
- Net increase / (decrease)
- $279,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $19,143 | not reported in the loaded dataset |
| Wespac Advisors, LLC | NONE | $5,686 | not reported in the loaded dataset |