Savion LLC 401(K) Retirement Plan — Form 5500 plan (Savion, 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, Savion LLC 401(K) Retirement Plan is a benefit plan reported by Savion, LLC under EIN 83-3272239 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $18,860,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savion, LLC
EIN
83-3272239
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
146
End-of-year plan assets
$18,860,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20240809120529NAL0006242033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,860,587
Total liabilities (EOY)
$0
Net assets (EOY)
$18,860,587
Net assets (BOY)
$12,358,584

Income & contributions

Employer contributions
$1,292,285
Participant contributions
$2,867,013
Total contributions
$5,091,123
Total income / additions
$7,782,360

Expenses & distributions

Benefits paid
$1,204,156
Administrative expenses
$76,201
Total expenses
$1,280,357
Net increase / (decrease)
$6,502,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,864$02023
Bergankdv Wealth Management LLCADVISOR$28,337not reported in the loaded dataset2023

Related Form 5500 pages