2023 Form 5500 filing — Shop Architects 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 20241014102455NAL0044142640001) for Shop Architects 401(K) Plan, reported by Shop Architects, Inc under EIN 13-4198194 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102455NAL0044142640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shop Architects, Inc
- EIN
- 13-4198194
- Plan number
- 002
- Location
- New York, NY
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,367,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,367,490
- Employer contributions
- $164,625
- Participant contributions
- $736,567
- Total income / additions
- $2,573,028
- Benefits paid
- $378,322
- Administrative expenses
- $37,567
- Total expenses
- $415,889
- Net increase / (decrease)
- $2,157,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Financial Investments LLC | NONE | $17,820 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $14,160 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $4,882 | $0 |