Sa Recycling, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Sa Recycling, 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, Sa Recycling, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Sa Recycling, LLC under EIN 74-3222369 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,372 participants and $160,673,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sa Recycling, LLC
- EIN
- 74-3222369
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 3,372
- End-of-year plan assets
- $160,673,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,372 | H, C | 20241003140540NAL0017210384002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,673,388
- Total liabilities (EOY)
- $56
- Net assets (EOY)
- $160,673,332
- Net assets (BOY)
- $128,487,209
Income & contributions
- Employer contributions
- $8,271,894
- Participant contributions
- $13,844,299
- Total contributions
- $22,467,639
- Total income / additions
- $43,605,762
Expenses & distributions
- Benefits paid
- $10,879,528
- Administrative expenses
- $455,119
- Total expenses
- $11,419,639
- Net increase / (decrease)
- $32,186,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $370,602 | $0 | 2023 |
| Haynie & Company | AUDITOR | $49,238 | not reported in the loaded dataset | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sa Recycling, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Rpa Financial, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation