2023 Form 5500 filing — Sjo Kids, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240205120609NAL0033354257001) for Sjo Kids, Inc. 401(K) Plan, reported by Sjo Kids, Inc. under EIN 84-2733413 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240205120609NAL0033354257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sjo Kids, Inc.
- EIN
- 84-2733413
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,317,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,317,305
- Employer contributions
- $490,327
- Participant contributions
- $583,421
- Total income / additions
- $1,682,520
- Benefits paid
- $549,718
- Administrative expenses
- $31,201
- Total expenses
- $580,919
- Net increase / (decrease)
- $1,101,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,466 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,335 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,577 | $0 |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $285 | not reported in the loaded dataset |