Shake-N-Go Fashion Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Shake-N-Go Fashion, 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, Shake-N-Go Fashion Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Shake-N-Go Fashion, Inc. under EIN 11-3086312 and plan number 002. The latest loaded filing year is 2023. The filing reports 409 participants and $48,959,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shake-N-Go Fashion, Inc.
- EIN
- 11-3086312
- Plan number
- 002
- Plan type
- 2
- Location
- Port Washington, NY
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $48,959,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20240927053820NAL0002954880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,959,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,959,500
- Net assets (BOY)
- $40,255,281
Income & contributions
- Employer contributions
- $2,387,327
- Participant contributions
- $1,580,556
- Total contributions
- $3,971,958
- Total income / additions
- $11,458,082
Expenses & distributions
- Benefits paid
- $2,645,011
- Administrative expenses
- $108,852
- Total expenses
- $2,753,863
- Net increase / (decrease)
- $8,704,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $64,157 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $34,694 | $0 | 2023 |
| Klichs Llp | ACCOUNTANT | $10,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shake-N-Go Fashion, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Port Washington, NY
- Morgan Stanley Smith Barney — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Klichs Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation