Sagenet 401(K) Plan — Form 5500 plan (Sagenet 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, Sagenet 401(K) Plan is a benefit plan reported by Sagenet LLC under EIN 73-1551328 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $61,315,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sagenet LLC
- EIN
- 73-1551328
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $61,315,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20240905094741NAL0010303235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,315,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,315,351
- Net assets (BOY)
- $49,251,178
Income & contributions
- Employer contributions
- $1,047,794
- Participant contributions
- $3,291,755
- Total contributions
- $4,986,007
- Total income / additions
- $14,484,189
Expenses & distributions
- Benefits paid
- $2,352,325
- Administrative expenses
- $68,640
- Total expenses
- $2,420,016
- Net increase / (decrease)
- $12,064,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Commerce Trust Company | CONSULTANT | $63,685 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,955 | $0 | 2023 |