Software Ag Usa, Inc. Profit Sharing Plan — Form 5500 plan (Sag, 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, Software Ag Usa, Inc. Profit Sharing Plan is a benefit plan reported by Sag, LLC. under EIN 54-1807654 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,113 participants and $254,791,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sag, LLC.
EIN
54-1807654
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
1,113
End-of-year plan assets
$254,791,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,113H, C20241011154005NAL0023136769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,791,562
Total liabilities (EOY)
$0
Net assets (EOY)
$254,791,562
Net assets (BOY)
$227,481,435

Income & contributions

Employer contributions
$4,190,897
Participant contributions
$8,262,841
Total contributions
$14,265,523
Total income / additions
$50,231,218

Expenses & distributions

Benefits paid
$22,738,743
Administrative expenses
$162,819
Total expenses
$22,921,091
Net increase / (decrease)
$27,310,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$88,318not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,486$02023
Belfint Lyons & Shuman P.AACCOUNTANT/CONSULTANT$29,290not reported in the loaded dataset2023

Related Form 5500 pages