2023 Form 5500 filing — Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 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 20241008154410NAL0030411664001) for Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan, reported by Signature Partners, Inc. under EIN 02-0573315 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154410NAL0030411664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Signature Partners, Inc.
- EIN
- 02-0573315
- Plan number
- 001
- Location
- Coldwater, OH
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,089,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,089,825
- Employer contributions
- $515,205
- Participant contributions
- $990,508
- Total income / additions
- $3,973,037
- Benefits paid
- $309,333
- Administrative expenses
- $3,850
- Total expenses
- $313,313
- Net increase / (decrease)
- $3,659,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prenger & Profitt LLC | CONTRACT ADMIN | $3,300 | not reported in the loaded dataset |
| Capital Group Retirement Plan | RECORDKEEPER | $550 | $0 |