Savantage Financial Services, Inc. 401(K) Savings Plan — Form 5500 plan (Savantage Financial Services, 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, Savantage Financial Services, Inc. 401(K) Savings Plan is a benefit plan reported by Savantage Financial Services, Inc. under EIN 36-3379794 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $34,365,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savantage Financial Services, Inc.
- EIN
- 36-3379794
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $34,365,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240624144558NAL0006159361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,365,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,365,337
- Net assets (BOY)
- $27,748,779
Income & contributions
- Employer contributions
- $404,103
- Participant contributions
- $1,628,836
- Total contributions
- $2,300,717
- Total income / additions
- $7,227,340
Expenses & distributions
- Benefits paid
- $504,205
- Administrative expenses
- $102,977
- Total expenses
- $610,782
- Net increase / (decrease)
- $6,616,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $45,056 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,718 | $0 | 2023 |
| Aprio Llp | AUDITOR | $21,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,703 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Savantage Financial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation