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, Saratoga Homes Profit Sharing Plan & Trust is a benefit plan reported by Saratoga Corporate Management Group, LLC under EIN 20-8527129 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $2,259,983 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,259,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,259,983
- Net assets (BOY)
- $1,964,533
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $0
- Total contributions
- $200,000
- Total income / additions
- $455,970
Expenses & distributions
- Benefits paid
- $134,260
- Administrative expenses
- $26,260
- Total expenses
- $160,520
- Net increase / (decrease)
- $295,450