· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAPERE CHARLOTTESVILLE LLC — SAPERE CHARLOTTESVILLE LLC 401K PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230613103328NAL0071072770002
SAPERE CHARLOTTESVILLE LLC
Form 5500-SF
FILING_RECEIVED
SAPERE CHARLOTTESVILLE LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAPERE CHARLOTTESVILLE LLC
.
Find decision makers
Plan sponsor
Name
SAPERE CHARLOTTESVILLE LLC
EIN
20-2082763
Address
1 BOARS HEAD POINTE, SUITE 118 · CHARLOTTESVILLE, VA · 229114638
Phone
(434) 245-8600
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
GAMBLE JONES INVESTMENT COUNSEL
GAMBLE JONES INVESTMENT COUNSEL 401(K) PROFIT SHARING PLAN
$0
DATA MINING SYSTEMS INC.
DATA MINING SYSTEMS INC.
$0
DAM2019
DAM2019 401(K) PROFIT SHARING PLAN & TRUST
$0
CRESTHAVEN FINANCIAL PARTNERS
CRESTHAVEN FINANCIAL PARTNERS 401K
$0
LIBERTY CAPITAL MANAGEMENT, INC.
LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE PRITZKER ORGANIZATION, L.L.C.
THE PRITZKER ORGANIZATION, L.L.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN
$0
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
