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, The Savings Group 401(K) Plan is a benefit plan reported by The Savings Group, Inc. under EIN 87-1613364 and plan number 001. The latest loaded filing year is 2023. The filing reports 972 participants and $11,413,189 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,413,189
- Total liabilities (EOY)
- $1,929
- Net assets (EOY)
- $11,411,260
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,273,998
- Participant contributions
- $1,866,292
- Total contributions
- $3,207,204
- Total income / additions
- $4,373,660
Expenses & distributions
- Benefits paid
- $3,034,449
- Administrative expenses
- $105,102
- Total expenses
- $3,262,306
- Net increase / (decrease)
- $1,111,354