2023 Form 5500 filing — S & G Discount Outlet Inc. 401k 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 20241101050447NAL0004258864001) for S & G Discount Outlet Inc. 401k Savings Plan, reported by S & G Discount Outlet Inc. under EIN 94-1698156 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101050447NAL0004258864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S & G Discount Outlet Inc.
- EIN
- 94-1698156
- Plan number
- 002
- Location
- West Sacramento, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,144,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,144,870
- Participant contributions
- $498,910
- Total income / additions
- $1,457,034
- Benefits paid
- $1,454,880
- Administrative expenses
- $47,264
- Total expenses
- $1,516,261
- Net increase / (decrease)
- -$59,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $27,900 | $0 |
| Adp, Inc. | RECORD KEEPER | $19,363 | $0 |