2023 Form 5500 filing — Retail Success 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 20241003095854NAL0020251106001) for Retail Success 401(K) Plan, reported by Retail Success LLC under EIN 27-4527888 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003095854NAL0020251106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retail Success LLC
- EIN
- 27-4527888
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,545,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,545,334
- Employer contributions
- $297,397
- Participant contributions
- $623,949
- Total income / additions
- $2,053,884
- Benefits paid
- $1,195,668
- Administrative expenses
- $53,225
- Total expenses
- $1,248,893
- Net increase / (decrease)
- $804,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,339 | $0 |
| Archford Capital Strategies LLC | INVESTMENT ADVISOR | $22,135 | not reported in the loaded dataset |
| Benefit Plans Plus LLC | THIRD PARTY ADMINISTRATO | $2,982 | $6,217 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,468 | not reported in the loaded dataset |