2023 Form 5500 filing — Solo W-2 Roth 401(K) Retirement Savings 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 20241015083019NAL0014250147001) for Solo W-2 Roth 401(K) Retirement Savings Plan, reported by Solo W-2, Inc. under EIN 94-3280129 and plan number 002. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083019NAL0014250147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solo W-2, Inc.
- EIN
- 94-3280129
- Plan number
- 002
- Location
- Pleasant Hill, CA
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,247,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,247,860
- Employer contributions
- $632,366
- Participant contributions
- $247,691
- Total income / additions
- $2,119,357
- Benefits paid
- $614,700
- Administrative expenses
- $22,536
- Total expenses
- $697,239
- Net increase / (decrease)
- $1,422,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sensiba Llp | AUDITOR | $15,750 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $6,786 | $0 |