2023 Form 5500 filing — Ministry Brands 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 20241015065948NAL0027734225001) for Ministry Brands 401(K) Plan, reported by Site Organic LLC under EIN 46-1145297 and plan number 002. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065948NAL0027734225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Site Organic LLC
- EIN
- 46-1145297
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,077,818
- Net assets (EOY)
- $19,077,818
- Employer contributions
- $644,130
- Participant contributions
- $2,839,712
- Total income / additions
- $7,220,587
- Benefits paid
- $2,431,493
- Administrative expenses
- $95,638
- Total expenses
- $2,528,102
- Net increase / (decrease)
- $4,692,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,242 | not reported in the loaded dataset |
| Withum Smith Brown Pc | NONE | $26,424 | not reported in the loaded dataset |
| Alliant Insurance Services Inc | NONE | $14,898 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |