2023 Form 5500 filing — Saatva Retirement Plan And 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 20241015201236NAL0029583201001) for Saatva Retirement Plan And Trust, reported by Whitestone Home Furnishings, LLC under EIN 32-0526953 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201236NAL0029583201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitestone Home Furnishings, LLC
- EIN
- 32-0526953
- Plan number
- 001
- Location
- Whitestone, NY
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,025,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,025,669
- Employer contributions
- $420,549
- Participant contributions
- $1,612,495
- Total income / additions
- $3,223,413
- Benefits paid
- $384,166
- Administrative expenses
- $31,586
- Total expenses
- $433,016
- Net increase / (decrease)
- $2,790,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benefit Practice | THIRD PARTY ADMIN | $10,341 | $15,227 |
| Adp, Inc. | RECORD KEEPER | $18,002 | $0 |
| Old Slip Investment Advisors | INVESTMENT ADVISOR | $13,727 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORD KEEPER | $2,213 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2 | not reported in the loaded dataset |