Savaria Usa 401(K) Plan — Form 5500 plan (Savaria Usa Inc.)
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, Savaria Usa 401(K) Plan is a benefit plan reported by Savaria Usa Inc. under EIN 03-0350877 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $7,111,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savaria Usa Inc.
- EIN
- 03-0350877
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $7,111,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240729110948NAL0010980499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,111,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,111,885
- Net assets (BOY)
- $5,981,242
Income & contributions
- Employer contributions
- $290,120
- Participant contributions
- $532,320
- Total contributions
- $822,440
- Total income / additions
- $1,808,388
Expenses & distributions
- Benefits paid
- $647,174
- Administrative expenses
- $30,571
- Total expenses
- $677,745
- Net increase / (decrease)
- $1,130,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners | NONE | $15,665 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $14,906 | $0 | 2023 |