2023 Form 5500 filing — Streamline Brands Readiness 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 20250314131017NAL0011825523001) for Streamline Brands Readiness 401(K) Plan, reported by Streamline Brands under EIN 27-0666401 and plan number 002. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314131017NAL0011825523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Streamline Brands
- EIN
- 27-0666401
- Plan number
- 002
- Location
- Parker, CO
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,796,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,796,799
- Employer contributions
- $281,333
- Participant contributions
- $313,625
- Total income / additions
- $1,279,706
- Benefits paid
- $608,518
- Administrative expenses
- $51,232
- Total expenses
- $657,922
- Net increase / (decrease)
- $621,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $26,362 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $14,307 | not reported in the loaded dataset |
| United Benefit Pensions Inc | CONTRACT ADMIN | $10,563 | $2,709 |