80/20, LLC Retirement Readiness 401(K) Plan — Form 5500 plan (80/20, 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, 80/20, LLC Retirement Readiness 401(K) Plan is a benefit plan reported by 80/20, LLC under EIN 35-1675357 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $16,273,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
80/20, LLC
EIN
35-1675357
Plan number
001
Plan type
2
Location
Columbia City, IN
Latest filing year
2023
Participants
446
End-of-year plan assets
$16,273,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20240716114013NAL0004276288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,273,351
Total liabilities (EOY)
$68,214
Net assets (EOY)
$16,205,137
Net assets (BOY)
$13,694,603

Income & contributions

Employer contributions
$669,238
Participant contributions
$1,364,433
Total contributions
$2,062,350
Total income / additions
$4,327,604

Expenses & distributions

Benefits paid
$1,804,470
Administrative expenses
$12,600
Total expenses
$1,817,070
Net increase / (decrease)
$2,510,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkSERVICE PROVIDER$0$62,3902023
Retirement Plan Concepts & ServicesTHIRD PARTY ADMIN.$0$7,2232023

Related Form 5500 pages