Savant Capital, LLC 401(K) Plan — Form 5500 plan (Savant Capital, 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, Savant Capital, LLC 401(K) Plan is a benefit plan reported by Savant Capital, LLC under EIN 45-3812777 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $55,321,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savant Capital, LLC
EIN
45-3812777
Plan number
001
Plan type
2
Location
Rockford, IL
Latest filing year
2023
Participants
384
End-of-year plan assets
$55,321,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20241003154632NAL0018065344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,321,221
Total liabilities (EOY)
$0
Net assets (EOY)
$55,321,221
Net assets (BOY)
$42,005,000

Income & contributions

Employer contributions
$1,154,740
Participant contributions
$5,021,811
Total contributions
$9,312,485
Total income / additions
$16,849,709

Expenses & distributions

Benefits paid
$3,522,478
Administrative expenses
$11,010
Total expenses
$3,533,488
Net increase / (decrease)
$13,316,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$9,300not reported in the loaded dataset2023

Related Form 5500 pages