Saver Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Saver Group, 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, Saver Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Saver Group, Inc. under EIN 31-1532482 and plan number 002. The latest loaded filing year is 2023. The filing reports 866 participants and $8,072,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saver Group, Inc.
EIN
31-1532482
Plan number
002
Plan type
2
Location
Campbellsville, KY
Latest filing year
2023
Participants
866
End-of-year plan assets
$8,072,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023866H, C20241015075144NAL0028958689002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,072,498
Net assets (EOY)
$8,072,498
Net assets (BOY)
$8,218,522

Income & contributions

Total contributions
$180,000
Total income / additions
$481,096

Expenses & distributions

Benefits paid
$561,272
Administrative expenses
$65,848
Total expenses
$627,120
Net increase / (decrease)
-$146,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Management Services LLCTPA$31,130$02023
Baldwin CpasCPA$21,180$02023
Prairie Capital Advisors IncAPPRAISOR$10,630$02023

Related Form 5500 pages