Savant Systems 401(K) Profit Sharing Plan — Form 5500 plan (Savant Systems, 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, Savant Systems 401(K) Profit Sharing Plan is a benefit plan reported by Savant Systems, Inc. under EIN 85-1002349 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $38,359,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savant Systems, Inc.
EIN
85-1002349
Plan number
001
Plan type
2
Location
Hyannis, MA
Latest filing year
2023
Participants
820
End-of-year plan assets
$38,359,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023820H, C20241011133302NAL0038862864002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,359,835
Net assets (EOY)
$38,359,835
Net assets (BOY)
$32,121,520

Income & contributions

Employer contributions
$1,458,783
Participant contributions
$4,733,949
Total contributions
$6,795,583
Total income / additions
$11,949,887

Expenses & distributions

Benefits paid
$5,679,185
Administrative expenses
$22,949
Total expenses
$5,711,572
Net increase / (decrease)
$6,238,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$22,950$02023

Related Form 5500 pages