Plan5500

Save Mart Companies Retirement Savings Plan — Form 5500 plan (The Save Mart Companies)

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, Save Mart Companies Retirement Savings Plan is a benefit plan reported by The Save Mart Companies under EIN 94-1245496 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,439 participants and $949,761,527 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Save Mart Companies
EIN
94-1245496
Plan number
003
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
15,439
End-of-year plan assets
$949,761,527

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,439H, C20241011180543NAL0045402002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$949,761,527
Total liabilities (EOY)
$0
Net assets (EOY)
$949,761,527
Net assets (BOY)
$880,178,942

Income & contributions

Employer contributions
$4,872,344
Participant contributions
$27,185,036
Total contributions
$34,086,406
Total income / additions
$166,736,200

Expenses & distributions

Benefits paid
$95,941,979
Administrative expenses
$1,112,293
Total expenses
$97,153,615
Net increase / (decrease)
$69,582,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,042,768$02023
Creative PalnningINVESTMENT ADVISORY$69,525not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages