Sapaugh Motors Retirement Plan — Form 5500 plan (Sapaugh Motors, 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, Sapaugh Motors Retirement Plan is a benefit plan reported by Sapaugh Motors, Inc. under EIN 43-1334413 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $7,759,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sapaugh Motors, Inc.
EIN
43-1334413
Plan number
001
Plan type
2
Location
Herculaneum, MO
Latest filing year
2023
Participants
162
End-of-year plan assets
$7,759,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241014140215NAL0013414131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,759,084
Total liabilities (EOY)
$0
Net assets (EOY)
$7,759,084
Net assets (BOY)
$7,812,620

Income & contributions

Employer contributions
$150,605
Participant contributions
$567,654
Total contributions
$718,259
Total income / additions
$1,769,905

Expenses & distributions

Benefits paid
$1,778,810
Administrative expenses
$44,331
Total expenses
$1,823,441
Net increase / (decrease)
-$53,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eagles Strategies, LLCNONE$18,755not reported in the loaded dataset2023
Ascensus LLCNONE$15,574$02023
Buckingham Asset Management.NONE$10,002not reported in the loaded dataset2023

Related Form 5500 pages