2023 Form 5500 filing — Sears Authorized Hometown Stores, LLC 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 20241015155829NAL0016818739001) for Sears Authorized Hometown Stores, LLC 401(K) Plan, reported by Sears Authorized Hometown Stores, LLC under EIN 26-2779641 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155829NAL0016818739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sears Authorized Hometown Stores, LLC
- EIN
- 26-2779641
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,924
- Employer contributions
- $9,507
- Participant contributions
- $20,310
- Total income / additions
- $1,419,722
- Benefits paid
- $15,393,688
- Administrative expenses
- $174,049
- Total expenses
- $15,567,737
- Net increase / (decrease)
- -$14,148,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,927 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $40,118 | not reported in the loaded dataset |
| Belfint, Lyons & Shuman, P.A. | AUDITOR | $40,000 | not reported in the loaded dataset |
| Young Conaway Stargatt & Taylor Llp | ATTORNEY | $35,000 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | OTHER | -$17,229 | not reported in the loaded dataset |