2023 Form 5500 filing — Sage Dining Services, Inc. 401(K) 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 20250327091719NAL0012269923001) for Sage Dining Services, Inc. 401(K) Plan, reported by Sage Dining Services, Inc. under EIN 52-1689755 and plan number 001. It reports 2,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327091719NAL0012269923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sage Dining Services, Inc.
- EIN
- 52-1689755
- Plan number
- 001
- Location
- Lutherville, MD
- Participants
- 2,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,030,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,030,984
- Employer contributions
- $2,104,635
- Participant contributions
- $4,195,746
- Total income / additions
- $13,644,527
- Benefits paid
- $3,085,592
- Administrative expenses
- $103,798
- Total expenses
- $3,189,396
- Net increase / (decrease)
- $10,455,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $71,371 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $32,427 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |