Common Thread Collective 401(K) Plan — Form 5500 plan (Common Thread Collective, 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, Common Thread Collective 401(K) Plan is a benefit plan reported by Common Thread Collective, LLC under EIN 36-4809528 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $2,482,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Common Thread Collective, LLC
EIN
36-4809528
Plan number
001
Plan type
2
Location
Santa Ana, CA
Latest filing year
2023
Participants
203
End-of-year plan assets
$2,482,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023203H, C20241015133735NAL0057877058001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,482,149
Total liabilities (EOY)
$0
Net assets (EOY)
$2,482,149
Net assets (BOY)
$2,287,938

Income & contributions

Employer contributions
$168,433
Participant contributions
$347,146
Total contributions
$526,103
Total income / additions
$990,613

Expenses & distributions

Benefits paid
$756,448
Administrative expenses
$36,547
Total expenses
$796,402
Net increase / (decrease)
$194,211

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
At Retirement Services, LLCRECORDKEEPER$26,876not reported in the loaded dataset2023
Forusall, Inc.ADMINISTRATOR$9,671not reported in the loaded dataset2023

Related Form 5500 pages