2023 Form 5500 filing — Sandberg, Phoenix & Von Gontard P.C. 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 20250219131438NAL0004084017001) for Sandberg, Phoenix & Von Gontard P.C. Savings Plan, reported by Sandberg, Phoenix & Von Gontard P.C under EIN 43-1186987 and plan number 002. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219131438NAL0004084017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sandberg, Phoenix & Von Gontard P.C
- EIN
- 43-1186987
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,329,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,329,252
- Employer contributions
- $1,444,400
- Participant contributions
- $4,534,833
- Total income / additions
- $24,979,557
- Benefits paid
- $11,724,758
- Administrative expenses
- $74,460
- Total expenses
- $11,799,218
- Net increase / (decrease)
- $13,180,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisors LLC | NONE | $40,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $36,310 | $0 |