The Saxton Group 401(K) Plan — Form 5500 plan (The Saxton Group, 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, The Saxton Group 401(K) Plan is a benefit plan reported by The Saxton Group, LLC under EIN 64-0802679 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $6,678,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Saxton Group, LLC
EIN
64-0802679
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
839
End-of-year plan assets
$6,678,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023839H, C20240916075003NAL0001309489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,678,680
Total liabilities (EOY)
$0
Net assets (EOY)
$6,678,680
Net assets (BOY)
$5,696,033

Income & contributions

Employer contributions
$305,722
Participant contributions
$430,824
Total contributions
$736,546
Total income / additions
$1,668,052

Expenses & distributions

Benefits paid
$629,438
Administrative expenses
$55,967
Total expenses
$685,405
Net increase / (decrease)
$982,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For BusinessRECORD KEEPER$49,206$02023
Admin. Group, LLC Dba Tag ResourcesTPA$6,761$02023

Related Form 5500 pages