2023 Form 5500 filing — Savibank 401(K) Retirement Plan & Trust
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 20241015180544NAL0017016051001) for Savibank 401(K) Retirement Plan & Trust, reported by Savi Financial Corporation under EIN 82-3841877 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180544NAL0017016051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Savi Financial Corporation
- EIN
- 82-3841877
- Plan number
- 001
- Location
- Mount Vernon, WA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,237,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,237,714
- Employer contributions
- $422,892
- Participant contributions
- $937,543
- Total income / additions
- $2,958,987
- Benefits paid
- $894,076
- Administrative expenses
- $25,177
- Total expenses
- $935,743
- Net increase / (decrease)
- $2,023,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,978 | $35,685 |
| Edward D Jones And Co | NONE | $0 | $26,977 |
| Mid Atlantic Trust Company Fbo Lrs2 | NONE | $11,047 | not reported in the loaded dataset |