2023 Form 5500 filing — Solar Supply, LLC 401(K) Profit Sharing 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 20240916153318NAL0002323840002) for Solar Supply, LLC 401(K) Profit Sharing Plan, reported by Solar Supply, LLC under EIN 72-0464157 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916153318NAL0002323840002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solar Supply, LLC
- EIN
- 72-0464157
- Plan number
- 001
- Location
- Lake Charles, LA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,534,249
- Net assets (EOY)
- $17,534,249
- Employer contributions
- $386,202
- Participant contributions
- $562,721
- Total income / additions
- $2,930,393
- Benefits paid
- $1,827,071
- Administrative expenses
- $38,277
- Total expenses
- $1,884,941
- Net increase / (decrease)
- $1,045,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISOR | $40,808 | not reported in the loaded dataset |
| Martin Martin Randall & Assoc., Inc | CONTRACT ADMIN | $10,557 | not reported in the loaded dataset |
| Te Lott & Company, P.A. | AUDITOR | $2,400 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,075 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |