2023 Form 5500 filing — Shake-N-Go Fashion Inc. 401(K) Profit Sharing 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 20240927053820NAL0002954880001) for Shake-N-Go Fashion Inc. 401(K) Profit Sharing Plan & Trust, reported by Shake-N-Go Fashion, Inc. under EIN 11-3086312 and plan number 002. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927053820NAL0002954880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shake-N-Go Fashion, Inc.
- EIN
- 11-3086312
- Plan number
- 002
- Location
- Port Washington, NY
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,959,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,959,500
- Employer contributions
- $2,387,327
- Participant contributions
- $1,580,556
- Total income / additions
- $11,458,082
- Benefits paid
- $2,645,011
- Administrative expenses
- $108,852
- Total expenses
- $2,753,863
- Net increase / (decrease)
- $8,704,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $64,157 | $0 |
| Adp, Inc. | RECORD KEEPER | $34,694 | $0 |
| Klichs Llp | ACCOUNTANT | $10,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |