2023 Form 5500 filing — Maggie Sottero Designs, LLC Retirement 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 20241016100118NAL0031599249001) for Maggie Sottero Designs, LLC Retirement Plan, reported by Maggie Sottero Designs, LLC under EIN 84-1372968 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016100118NAL0031599249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maggie Sottero Designs, LLC
- EIN
- 84-1372968
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,831,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,831,694
- Employer contributions
- $577,723
- Participant contributions
- $346,574
- Total income / additions
- $2,116,590
- Benefits paid
- $330,371
- Administrative expenses
- $31,008
- Total expenses
- $361,379
- Net increase / (decrease)
- $1,755,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,560 | $0 |
| Oneamerica Securities Inc, | BROKER/ADVISOR | $0 | $13,982 |
| National Benefit Services LLC | CONTRACT ADMIN | $2,374 | $9,999 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,567 | $0 |