2023 Form 5500 filing — Designer Greetings Inc. 401k 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 20240717152738NAL0007678096001) for Designer Greetings Inc. 401k Plan, reported by Designer Greetings Inc under EIN 13-3117629 and plan number 001. It reports 234 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)$7.7MReported net assets$7,722,793
Participants234
Provider compensation$34.7K4 Schedule C row(s)$34,713
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240717152738NAL0007678096001
Plan sponsor
Designer Greetings Inc
EIN
13-3117629
Plan number
001
Location
Edison, NJ
Received date
not reported in the loaded dataset
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$228.6K
Benefits paid / distributions$189.7K
Contributions
Employer$37.6K
Participant$511.7K
Full reported line items
Total assets (EOY)
$7,722,793
Total liabilities (EOY)
$0
Net assets (EOY)
$7,722,793
Employer contributions
$37,564
Participant contributions
$511,721
Total income / additions
$1,672,958
Benefits paid
$189,660
Administrative expenses
$34,714
Total expenses
$228,603
Net increase / (decrease)
$1,444,355

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principled Advisors, Inc.NONE$25,384not reported in the loaded dataset
Principled Advisors, Inc.NONE$7,754not reported in the loaded dataset
Adp, Inc.NONE$1,575$0
Adp Broker-DealerNONE$0$0

Related Form 5500 pages