Sasaki Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sasaki Associates, 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, Sasaki Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sasaki Associates, Inc. under EIN 04-2230445 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $67,017,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sasaki Associates, Inc.
EIN
04-2230445
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
526
End-of-year plan assets
$67,017,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20240909075434NAL0009909970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,017,941
Total liabilities (EOY)
$0
Net assets (EOY)
$67,017,941
Net assets (BOY)
$57,376,122

Income & contributions

Employer contributions
$0
Participant contributions
$3,145,538
Total contributions
$3,441,554
Total income / additions
$13,452,515

Expenses & distributions

Benefits paid
$3,718,216
Administrative expenses
$87,040
Total expenses
$3,810,696
Net increase / (decrease)
$9,641,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,900$02023
Clifton Larson Allen, LlpACCOUNTANT/AUDITOR$27,358not reported in the loaded dataset2023
Fiducient AdvisorsINVESTMENT ADVISOR$24,974not reported in the loaded dataset2023

Related Form 5500 pages