Sagitec Retirement Savings Plan — Form 5500 plan (Sagitec Solutions, 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, Sagitec Retirement Savings Plan is a benefit plan reported by Sagitec Solutions, LLC under EIN 20-0970684 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $48,110,736 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sagitec Solutions, LLC
EIN
20-0970684
Plan number
001
Plan type
2
Location
Little Canada, MN
Latest filing year
2023
Participants
466
End-of-year plan assets
$48,110,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20240926105955NAL0000658225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,110,736
Total liabilities (EOY)
$0
Net assets (EOY)
$48,110,736
Net assets (BOY)
$36,663,132

Income & contributions

Employer contributions
$1,838,299
Participant contributions
$3,982,406
Total contributions
$6,228,069
Total income / additions
$13,278,087

Expenses & distributions

Benefits paid
$1,665,720
Administrative expenses
$161,069
Total expenses
$1,830,483
Net increase / (decrease)
$11,447,604

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$161,068$02023
Edward JonesINVESTMENT ADVISORY$0$77,5162023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages