Safebuilt 401(K) Plan — Form 5500 plan (Safebuilt, 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, Safebuilt 401(K) Plan is a benefit plan reported by Safebuilt, LLC under EIN 20-5281305 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,158 participants and $75,092,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safebuilt, LLC
- EIN
- 20-5281305
- Plan number
- 001
- Plan type
- 2
- Location
- Loveland, CO
- Latest filing year
- 2023
- Participants
- 2,158
- End-of-year plan assets
- $75,092,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,158 | H, C | 20240917165324NAL0004454176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,092,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,092,951
- Net assets (BOY)
- $63,039,222
Income & contributions
- Employer contributions
- $3,169,596
- Participant contributions
- $6,772,346
- Total contributions
- $10,541,033
- Total income / additions
- $20,452,465
Expenses & distributions
- Benefits paid
- $8,376,363
- Administrative expenses
- $60,974
- Total expenses
- $8,437,337
- Net increase / (decrease)
- $12,015,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $68,600 | 2023 |
| Ascensus C/O Futureplan | TPA | $0 | $33,211 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,967 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,967 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Safebuilt, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Loveland, CO
- Creative Planning Hold Co, LLC — Schedule C compensation
- Ascensus C/O Futureplan — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation