2023 Form 5500 filing — Soapy Joe'S 401k 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 20241014171032NAL0026801329001) for Soapy Joe'S 401k Plan, reported by Soapy Joe'S Group, Inc. under EIN 84-3914852 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171032NAL0026801329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soapy Joe'S Group, Inc.
- EIN
- 84-3914852
- Plan number
- 001
- Location
- Santee, CA
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,725,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,725,628
- Employer contributions
- $150,678
- Participant contributions
- $438,631
- Total income / additions
- $814,093
- Benefits paid
- $185,549
- Administrative expenses
- $3,157
- Total expenses
- $188,706
- Net increase / (decrease)
- $625,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $3,157 | $0 |