2023 Form 5500 filing — Daniels Sharpsmart, 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 20241009115401NAL0037646914001) for Daniels Sharpsmart, Inc. 401(K) Plan, reported by Daniels Sharpsmart, Inc. under EIN 84-1617227 and plan number 002. It reports 834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115401NAL0037646914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniels Sharpsmart, Inc.
- EIN
- 84-1617227
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,311,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,311,079
- Employer contributions
- $588,671
- Participant contributions
- $2,189,949
- Total income / additions
- $4,746,177
- Benefits paid
- $1,043,905
- Administrative expenses
- $101,671
- Total expenses
- $1,166,092
- Net increase / (decrease)
- $3,580,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,920 | $0 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $24,146 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,605 | not reported in the loaded dataset |