2023 Form 5500 filing — Statlab 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 20240923133549NAL0011414817001) for Statlab 401(K) Plan, reported by Slmp, LLC under EIN 27-0779549 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923133549NAL0011414817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Slmp, LLC
- EIN
- 27-0779549
- Plan number
- 001
- Location
- Mckinney, TX
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,431,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,431,796
- Employer contributions
- $398,277
- Participant contributions
- $1,146,666
- Total income / additions
- $3,326,516
- Benefits paid
- $1,057,608
- Administrative expenses
- $75,238
- Total expenses
- $1,136,351
- Net increase / (decrease)
- $2,190,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $42,438 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,026 | $0 |
| Eisneramper Llp | OTHER | $5,451 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,323 | not reported in the loaded dataset |