401(k)
2023 plan-year 401(k) DOL Form 5500

Saunders & Associates, LLC 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Saunders & Associates, LLC · Arizona · Manufacturing

What the 2023 filing shows

Saunders & Associates, LLC 401(k) Profit Sharing Plan holds N/A for 32 participants.

N/A
total plan assets (2023 EOY)
32
covered participants
Total Assets (2023)
N/A
Participants
32
State
Industry
Manufacturing

What the Filing Says About Saunders & Associates, LLC 401(k) Profit Sharing Plan

Saunders & Associates, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Saunders & Associates, LLC, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 32 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 262460807, and the plan has been effective since 1974-11-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN262460807
Plan Effective Date1974-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Saunders & Associates, LLC)

Year Plans Participants Total Assets
2022 1 32 N/A
2023 1 32 N/A
2024 1 30 N/A

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Frequently Asked Questions

How much money is in the Saunders & Associates, LLC 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Saunders & Associates, LLC 401(k) Profit Sharing Plan holds N/A in total assets with 32 participants. It is sponsored by Saunders & Associates, LLC.
What type of plan is Saunders & Associates, LLC 401(k) Profit Sharing Plan?
Saunders & Associates, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1974-11-30. The plan is filed with the U.S. Department of Labor under EIN 262460807.
Who sponsors the Saunders & Associates, LLC 401(k) Profit Sharing Plan?
Saunders & Associates, LLC 401(k) Profit Sharing Plan is sponsored by Saunders & Associates, LLC, located in Arizona. The sponsor's EIN is 262460807 and the plan operates in the Manufacturing industry.
How did Saunders & Associates, LLC 401(k) Profit Sharing Plan perform in 2023?
Saunders & Associates, LLC 401(k) Profit Sharing Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Saunders & Associates, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Saunders & Associates, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262460807 or plan name at efast.dol.gov.
How does Saunders & Associates, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Saunders & Associates, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 262460807.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.