Saatva Retirement Plan And Trust — Form 5500 plan (Whitestone Home Furnishings, 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, Saatva Retirement Plan And Trust is a benefit plan reported by Whitestone Home Furnishings, LLC under EIN 32-0526953 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $7,025,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitestone Home Furnishings, LLC
- EIN
- 32-0526953
- Plan number
- 001
- Plan type
- 2
- Location
- Whitestone, NY
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $7,025,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241015201236NAL0029583201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,025,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,025,669
- Net assets (BOY)
- $4,235,272
Income & contributions
- Employer contributions
- $420,549
- Participant contributions
- $1,612,495
- Total contributions
- $2,253,241
- Total income / additions
- $3,223,413
Expenses & distributions
- Benefits paid
- $384,166
- Administrative expenses
- $31,586
- Total expenses
- $433,016
- Net increase / (decrease)
- $2,790,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benefit Practice | THIRD PARTY ADMIN | $10,341 | $15,227 | 2023 |
| Adp, Inc. | RECORD KEEPER | $18,002 | $0 | 2023 |
| Old Slip Investment Advisors | INVESTMENT ADVISOR | $13,727 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORD KEEPER | $2,213 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitestone Home Furnishings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Whitestone, NY
- The Benefit Practice — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Old Slip Investment Advisors — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation