Christmas Tree Shops 401(K) Savings Plan — Form 5500 plan (Christmas Tree Shops)
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, Christmas Tree Shops 401(K) Savings Plan is a benefit plan reported by Christmas Tree Shops under EIN 04-2471207 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,701 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants1.7KCovered participants reported1,701
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$133.7K4 Schedule C provider row(s)$133,666
- Plan sponsor
- Christmas Tree Shops
- EIN
- 04-2471207
- Plan number
- 001
- Plan type
- 2
- Location
- Middleborough, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,701 | H, C | 20240521155257NAL0002816001001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $44,146,406
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,177,364
- Total contributions
- $1,245,039
- Total income / additions
- $5,251,051
Expenses & distributions
- Benefits paid
- $49,329,200
- Administrative expenses
- $68,257
- Total expenses
- $49,397,457
- Net increase / (decrease)
- -$44,146,406
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Benefits paid ÷ total income939%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,021 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $27,634 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,211 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christmas Tree Shops
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Middleborough, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation