Save On Sp Cash Balance Plan — Form 5500 plan (Save On Sp 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, Save On Sp Cash Balance Plan is a benefit plan reported by Save On Sp LLC under EIN 47-3603390 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $5,472,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Save On Sp LLC
- EIN
- 47-3603390
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $5,472,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20240829140051NAL0006486243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,472,261
- Net assets (EOY)
- $5,472,261
- Net assets (BOY)
- $4,129,719
Income & contributions
- Employer contributions
- $1,083,000
- Participant contributions
- $0
- Total contributions
- $1,083,000
- Total income / additions
- $1,357,540
Expenses & distributions
- Administrative expenses
- $14,998
- Total expenses
- $14,998
- Net increase / (decrease)
- $1,342,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | FINANCIAL ADVISOR | $15,028 | not reported in the loaded dataset | 2023 |