Outerstuff, LLC 401(K) Plan — Form 5500 plan (Outerstuff, LLC)

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, Outerstuff, LLC 401(K) Plan is a benefit plan reported by Outerstuff, LLC under EIN 22-2569503 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $31,403,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Outerstuff, LLC
EIN
22-2569503
Plan number
001
Plan type
2
Location
Clark, NJ
Latest filing year
2023
Participants
220
End-of-year plan assets
$31,403,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241009075243NAL0009026211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,403,744
Total liabilities (EOY)
$0
Net assets (EOY)
$31,403,744
Net assets (BOY)
$25,555,641

Income & contributions

Employer contributions
$587,854
Participant contributions
$1,343,100
Total contributions
$2,106,038
Total income / additions
$6,258,615

Expenses & distributions

Benefits paid
$408,718
Administrative expenses
$1,794
Total expenses
$410,512
Net increase / (decrease)
$5,848,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$0$41,0482023
United Planners Financial ServicesADVISOR$0$7,5732023
Fidelity Investments InstitutionalRECORDKEEPER$1,794$02023

Related Form 5500 pages