Plan5500

Square One Concepts, Inc. 401(K) Plan — Form 5500 plan (Square One Concepts, 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, Square One Concepts, Inc. 401(K) Plan is a benefit plan reported by Square One Concepts, Inc. under EIN 27-4539075 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $867,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Square One Concepts, Inc.
EIN
27-4539075
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
486
End-of-year plan assets
$867,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023486H, C20241009114823NAL0031067024003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$867,130
Net assets (EOY)
$867,130

Income & contributions

Employer contributions
$105,823
Participant contributions
$655,462
Total contributions
$813,458
Total income / additions
$887,678

Expenses & distributions

Benefits paid
$12,131
Administrative expenses
$8,417
Total expenses
$20,548
Net increase / (decrease)
$867,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCRIA$3,320$02023
John Hancock Life Insurance CompanyRECORDKEEPER$903$02023

Related Form 5500 pages