2023 Form 5500 filing — Its Never 2 Late LLC 401(K) Profit Sharing 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 20241015113336NAL0047593104001) for Its Never 2 Late LLC 401(K) Profit Sharing Plan, reported by It'S Never 2 Late, LLC under EIN 84-1507580 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113336NAL0047593104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- It'S Never 2 Late, LLC
- EIN
- 84-1507580
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,166,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,166,169
- Employer contributions
- $123,166
- Participant contributions
- $562,941
- Total income / additions
- $1,173,963
- Benefits paid
- $548,877
- Administrative expenses
- $29,846
- Total expenses
- $578,723
- Net increase / (decrease)
- $595,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $11,677 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $10,704 | not reported in the loaded dataset |
| Farmer & Betts, Inc. | CONTRACT ADMIN | $3,990 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,315 | not reported in the loaded dataset |