Plan5500

Savana, Inc. 401(K) Retirement Plan — Form 5500 plan (Savana, 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, Savana, Inc. 401(K) Retirement Plan is a benefit plan reported by Savana, Inc. under EIN 26-4775786 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $8,804,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savana, Inc.
EIN
26-4775786
Plan number
001
Plan type
2
Location
Malvern, PA
Latest filing year
2023
Participants
189
End-of-year plan assets
$8,804,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241010140431NAL0020243921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,804,130
Total liabilities (EOY)
$0
Net assets (EOY)
$8,804,130
Net assets (BOY)
$7,068,657

Income & contributions

Employer contributions
$386,711
Participant contributions
$1,253,933
Total contributions
$1,664,182
Total income / additions
$3,036,245

Expenses & distributions

Benefits paid
$1,234,172
Administrative expenses
$66,600
Total expenses
$1,300,772
Net increase / (decrease)
$1,735,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Advisory Group, Inc.NONE$49,518not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$17,082$02023

Related Form 5500 pages