Saddle Creek Corporation Retirement Savings Plan — Form 5500 plan (Saddle Creek Corporation Dba Saddle Creek Logistics)
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, Saddle Creek Corporation Retirement Savings Plan is a benefit plan reported by Saddle Creek Corporation Dba Saddle Creek Logistics under EIN 59-1166474 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,130 participants and $133,255,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saddle Creek Corporation Dba Saddle Creek Logistics
- EIN
- 59-1166474
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 6,130
- End-of-year plan assets
- $133,255,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,130 | H, C | 20240813071301NAL0005928771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,255,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,255,749
- Net assets (BOY)
- $100,862,100
Income & contributions
- Employer contributions
- $12,962,898
- Participant contributions
- $14,173,713
- Total contributions
- $28,070,895
- Total income / additions
- $46,287,036
Expenses & distributions
- Benefits paid
- $13,174,816
- Administrative expenses
- $552,930
- Total expenses
- $13,893,387
- Net increase / (decrease)
- $32,393,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $452,330 | $0 | 2023 |
| Lpl Financial | OTHER | $50,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saddle Creek Corporation Dba Saddle Creek Logistics
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation