2023 Form 5500 filing — Thirty-One Gifts 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 20241010125258NAL0034067072001) for Thirty-One Gifts 401(K) Plan, reported by Thirty-One Gifts, LLC under EIN 87-0726627 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125258NAL0034067072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thirty-One Gifts, LLC
- EIN
- 87-0726627
- Plan number
- 001
- Location
- New Albany, OH
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,540,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,540,734
- Employer contributions
- $246,649
- Participant contributions
- $492,890
- Total income / additions
- $3,199,064
- Benefits paid
- $2,528,875
- Administrative expenses
- $5,069
- Total expenses
- $2,533,944
- Net increase / (decrease)
- $665,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $5,069 | $0 |