Sasco & Affiliates Retirement Plan — Form 5500 plan (Electek)
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, Sasco & Affiliates Retirement Plan is a benefit plan reported by Electek under EIN 27-3733987 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $36,060,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electek
- EIN
- 27-3733987
- Plan number
- 002
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $36,060,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240829161945NAL0013346513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,060,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,060,463
- Net assets (BOY)
- $31,776,900
Income & contributions
- Employer contributions
- $478,323
- Participant contributions
- $1,398,061
- Total contributions
- $1,959,220
- Total income / additions
- $8,235,728
Expenses & distributions
- Benefits paid
- $3,943,493
- Administrative expenses
- $1,972
- Total expenses
- $3,952,165
- Net increase / (decrease)
- $4,283,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $11,424 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,446 | $0 | 2023 |