Saxco International, LLC Savings And Investment Plan — Form 5500 plan (Saxco International, 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, Saxco International, LLC Savings And Investment Plan is a benefit plan reported by Saxco International, LLC under EIN 27-3989735 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $18,578,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saxco International, LLC
EIN
27-3989735
Plan number
002
Plan type
2
Location
Fairfield, CA
Latest filing year
2023
Participants
300
End-of-year plan assets
$18,578,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241003121202NAL0020536850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,578,411
Total liabilities (EOY)
$0
Net assets (EOY)
$18,578,411
Net assets (BOY)
$15,217,774

Income & contributions

Employer contributions
$386,184
Participant contributions
$1,463,993
Total contributions
$2,048,281
Total income / additions
$4,431,743

Expenses & distributions

Benefits paid
$989,342
Administrative expenses
$30,666
Total expenses
$1,071,106
Net increase / (decrease)
$3,360,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,666$02023

Related Form 5500 pages