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

SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN

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

SAC EDUCATIONAL SERVICES, INC.

This 401(k) plan holds $832K in total assets and serves 79 participants as of 2023. It is sponsored by SAC EDUCATIONAL SERVICES, INC. in California. The plan reported positive net income of $258K for the year.

Total Assets (2023)
$832K
Participants
79
State
Industry
Educational Services

What the Filing Says About SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN

SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by SAC EDUCATIONAL SERVICES, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $832K in total end-of-year assets and covers 79 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 474355705, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $574K at the beginning of 2023 to $832K at year-end — a gain of 44.9%. Net assets (after liabilities) closed the year at $832K, with reported net income of $258K driven by investment returns, contributions received, and benefit payments during the period. 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 1 prior plan-year filing 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)$574K
Total Assets (End of Year)$832K
Net Assets (End of Year)$832K
Net Income$258K
Plan Type401(k)
Employer EIN474355705
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SAC EDUCATIONAL SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 136 $574K
2023 1 79 $832K

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN holds $832K in total assets with 79 participants. It is sponsored by SAC EDUCATIONAL SERVICES, INC..
What type of plan is SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN?
SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 474355705.
Who sponsors the SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN?
SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN is sponsored by SAC EDUCATIONAL SERVICES, INC., located in California. The sponsor's EIN is 474355705 and the plan operates in the Educational Services industry.
How did SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN perform in 2023?
SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN grew by 44.9% during 2023, moving from $574K to $832K in total assets. Net income was $258K.
Where can I find official filings for SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN?
Official Form 5500 filings for SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 474355705 or plan name at efast.dol.gov.
How does SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN compare to other plans?
You can compare SAC EDUCATIONAL SERVICES, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 474355705.

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 official public datasets. See our methodology for details.