2023 Form 5500 filing — S.O.P., Inc. 401(K) Plan & Trust

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 20240717053047NAL0002316643001) for S.O.P., Inc. 401(K) Plan & Trust, reported by Southwest Offset Printing, Inc. under EIN 95-4027869 and plan number 002. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.8MReported net assets$8,838,020
Participants329
Provider compensation$42.6K2 Schedule C row(s)$42,608
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240717053047NAL0002316643001
Plan sponsor
Southwest Offset Printing, Inc.
EIN
95-4027869
Plan number
002
Location
Gardena, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$312.4K
Benefits paid / distributions$257.9K
Contributions
EmployerNot reported
Participant$591.3K
Full reported line items
Total assets (EOY)
$8,838,020
Total liabilities (EOY)
$0
Net assets (EOY)
$8,838,020
Participant contributions
$591,320
Total income / additions
$1,825,085
Benefits paid
$257,934
Administrative expenses
$42,609
Total expenses
$312,418
Net increase / (decrease)
$1,512,667
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$22.6K
    RECORD KEEPER · Direct $22.6K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $20K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717053047NAL0002316643001 cover?
It is the 2023 Form 5500 filing for S.O.P., Inc. 401(K) Plan & Trust, reported by Southwest Offset Printing, Inc. (EIN 95-4027869).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages