Sagamore Plumbing & Heating LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sagamore Plumbing & Heating LLC)
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, Sagamore Plumbing & Heating LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sagamore Plumbing & Heating LLC under EIN 04-3125156 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $15,467,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sagamore Plumbing & Heating LLC
- EIN
- 04-3125156
- Plan number
- 001
- Plan type
- 2
- Location
- Hingham, MA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $15,467,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015084930NAL0029056865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,467,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,467,346
- Net assets (BOY)
- $12,457,548
Income & contributions
- Employer contributions
- $483,971
- Participant contributions
- $1,133,413
- Total contributions
- $1,685,998
- Total income / additions
- $3,648,626
Expenses & distributions
- Benefits paid
- $612,190
- Administrative expenses
- $26,638
- Total expenses
- $638,828
- Net increase / (decrease)
- $3,009,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Corporation | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,639 | $0 | 2023 |