Sage Dining Services, Inc. 401(K) Plan — Form 5500 plan (Sage Dining 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, Sage Dining Services, Inc. 401(K) Plan is a benefit plan reported by Sage Dining Services, Inc. under EIN 52-1689755 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,305 participants and $55,030,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sage Dining Services, Inc.
EIN
52-1689755
Plan number
001
Plan type
2
Location
Lutherville, MD
Latest filing year
2023
Participants
2,305
End-of-year plan assets
$55,030,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,305H, C20250327091719NAL0012269923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,030,984
Total liabilities (EOY)
$0
Net assets (EOY)
$55,030,984
Net assets (BOY)
$44,575,853

Income & contributions

Employer contributions
$2,104,635
Participant contributions
$4,195,746
Total contributions
$7,034,943
Total income / additions
$13,644,527

Expenses & distributions

Benefits paid
$3,085,592
Administrative expenses
$103,798
Total expenses
$3,189,396
Net increase / (decrease)
$10,455,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$71,371$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$32,427$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages