Soderholm & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sa 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, Soderholm & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sa Group, Inc under EIN 41-0836048 and plan number 003. The latest loaded filing year is 2023. The filing reports 62 participants and $13,415,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sa Group, Inc
- EIN
- 41-0836048
- Plan number
- 003
- Plan type
- 2
- Location
- Ramsey, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20240903162845NAL0031084000001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $13,415,215
- Total liabilities (EOY)
- $2,394,936
- Net assets (EOY)
- $11,020,279
- Net assets (BOY)
- $8,640,688
Income & contributions
- Employer contributions
- $271,841
- Total income / additions
- $2,458,817
Expenses & distributions
- Benefits paid
- $28,075
- Total expenses
- $79,226
- Net increase / (decrease)
- $2,379,591
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.