Saber Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Saber Healthcare Group, L.L.C)
Plain-English plan 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, Saber Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Saber Healthcare Group, L.L.C under EIN 02-0542620 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,387 participants and $60,329,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saber Healthcare Group, L.L.C
- EIN
- 02-0542620
- Plan number
- 003
- Plan type
- 2
- Location
- Beachwood, OH
- Latest filing year
- 2023
- Participants
- 12,387
- End-of-year plan assets
- $60,329,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,387 | H, C | 20241015114403NAL0016253571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,329,643
- Total liabilities (EOY)
- $354,300
- Net assets (EOY)
- $59,975,343
- Net assets (BOY)
- $47,250,683
Income & contributions
- Employer contributions
- $6,000
- Participant contributions
- $9,512,341
- Total contributions
- $11,623,455
- Total income / additions
- $20,110,323
Expenses & distributions
- Benefits paid
- $7,098,379
- Administrative expenses
- $30,444
- Total expenses
- $7,385,663
- Net increase / (decrease)
- $12,724,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $43,849 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,032 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,437 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saber Healthcare Group, L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Beachwood, OH
- Ubs Financial Services Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation