2023 Form 5500 filing — Square One Concepts, Inc. 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 20241009114823NAL0031067024003) for Square One Concepts, Inc. 401(K) Plan, reported by Square One Concepts, Inc. under EIN 27-4539075 and plan number 001. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114823NAL0031067024003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Square One Concepts, Inc.
- EIN
- 27-4539075
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $867,130
- Net assets (EOY)
- $867,130
- Employer contributions
- $105,823
- Participant contributions
- $655,462
- Total income / additions
- $887,678
- Benefits paid
- $12,131
- Administrative expenses
- $8,417
- Total expenses
- $20,548
- Net increase / (decrease)
- $867,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfg Advisors, LLC | RIA | $3,320 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $903 | $0 |