Sai360 401(K) Savings Plan — Form 5500 plan (Sai360 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, Sai360 401(K) Savings Plan is a benefit plan reported by Sai360 Inc. under EIN 73-1688805 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $51,680,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sai360 Inc.
- EIN
- 73-1688805
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $51,680,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20240513104158NAL0054458176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,680,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,680,333
- Net assets (BOY)
- $47,543,794
Income & contributions
- Employer contributions
- $1,250,933
- Participant contributions
- $2,774,330
- Total contributions
- $4,406,934
- Total income / additions
- $12,994,367
Expenses & distributions
- Benefits paid
- $8,727,441
- Administrative expenses
- $130,387
- Total expenses
- $8,857,828
- Net increase / (decrease)
- $4,136,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $73,436 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,437 | $0 | 2023 |