Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan — Form 5500 plan (Signature Partners, Inc.)

Plain-English plan 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, Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan is a benefit plan reported by Signature Partners, Inc. under EIN 02-0573315 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $16,089,825 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Signature Partners, Inc.
EIN
02-0573315
Plan number
001
Plan type
2
Location
Coldwater, OH
Latest filing year
2023
Participants
246
End-of-year plan assets
$16,089,825

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241008154410NAL0030411664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,089,825
Total liabilities (EOY)
$0
Net assets (EOY)
$16,089,825
Net assets (BOY)
$12,430,101

Income & contributions

Employer contributions
$515,205
Participant contributions
$990,508
Total contributions
$1,581,304
Total income / additions
$3,973,037

Expenses & distributions

Benefits paid
$309,333
Administrative expenses
$3,850
Total expenses
$313,313
Net increase / (decrease)
$3,659,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prenger & Profitt LLCCONTRACT ADMIN$3,300not reported in the loaded dataset2023
Capital Group Retirement PlanRECORDKEEPER$550$02023

Related Form 5500 pages