Plan5500

Saddlebrooke Two 401(K) Savings Plan — Form 5500 plan (Saddlebrooke Homeowners Assoc. No. 2, 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, Saddlebrooke Two 401(K) Savings Plan is a benefit plan reported by Saddlebrooke Homeowners Assoc. No. 2, Inc. under EIN 86-0801880 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $1,636,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saddlebrooke Homeowners Assoc. No. 2, Inc.
EIN
86-0801880
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
236
End-of-year plan assets
$1,636,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241015170101NAL0015129411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,636,481
Total liabilities (EOY)
$0
Net assets (EOY)
$1,636,481
Net assets (BOY)
$1,356,674

Income & contributions

Employer contributions
$50,116
Participant contributions
$228,909
Total contributions
$283,976
Total income / additions
$526,817

Expenses & distributions

Benefits paid
$222,181
Administrative expenses
$24,829
Total expenses
$247,010
Net increase / (decrease)
$279,807

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Plan Services, LLCNONE$19,143not reported in the loaded dataset2023
Wespac Advisors, LLCNONE$5,686not reported in the loaded dataset2023

Related Form 5500 pages