Saulsbury Industries, Inc. Employee 401(K) Plan — Form 5500 plan (Saulsbury Industries, 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, Saulsbury Industries, Inc. Employee 401(K) Plan is a benefit plan reported by Saulsbury Industries, Inc. under EIN 75-2969084 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,669 participants and $41,916,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saulsbury Industries, Inc.
- EIN
- 75-2969084
- Plan number
- 001
- Plan type
- 2
- Location
- Odessa, TX
- Latest filing year
- 2023
- Participants
- 1,669
- End-of-year plan assets
- $41,916,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,669 | H, C | 20240924140729NAL0004743059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,916,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,916,538
- Net assets (BOY)
- $35,435,248
Income & contributions
- Employer contributions
- $2,228,423
- Participant contributions
- $4,073,314
- Total contributions
- $6,825,073
- Total income / additions
- $12,964,449
Expenses & distributions
- Benefits paid
- $6,340,449
- Administrative expenses
- $141,075
- Total expenses
- $6,483,159
- Net increase / (decrease)
- $6,481,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $94,373 | $0 | 2023 |
| Prime Capital Investment Advisors | ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,202 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saulsbury Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Odessa, TX
- Fidelity Investments Institutional — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation