Badillo Saatchi & Saatchi, Inc. Employees Savings Plan — Form 5500 plan (Badillo Saatchi & Saatchi, 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, Badillo Saatchi & Saatchi, Inc. Employees Savings Plan is a benefit plan reported by Badillo Saatchi & Saatchi, Inc. under EIN 66-0503707 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $10,672,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Badillo Saatchi & Saatchi, Inc.
- EIN
- 66-0503707
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $10,672,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015160656NAL0048824576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,672,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,672,184
- Net assets (BOY)
- $9,186,531
Income & contributions
- Employer contributions
- $204,175
- Participant contributions
- $254,543
- Total contributions
- $458,718
- Total income / additions
- $1,956,952
Expenses & distributions
- Benefits paid
- $396,615
- Administrative expenses
- $58,183
- Total expenses
- $471,299
- Net increase / (decrease)
- $1,485,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $43,556 | $0 | 2023 |
| Empoweradvisory Group LLC | INVESTMENT MNGT | $15,479 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $4,840 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Badillo Saatchi & Saatchi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Independent Financial Group LLC — Schedule C compensation
- Empoweradvisory Group LLC — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation