Solaray LLC 401(K) Profit Sharing Plan — Form 5500 plan (Solaray 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, Solaray LLC 401(K) Profit Sharing Plan is a benefit plan reported by Solaray LLC under EIN 46-3586703 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,058 participants and $21,106,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solaray LLC
EIN
46-3586703
Plan number
001
Plan type
2
Location
Castle Rock, CO
Latest filing year
2023
Participants
1,058
End-of-year plan assets
$21,106,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,058H, C20240725141710NAL0014242769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,106,365
Total liabilities (EOY)
$0
Net assets (EOY)
$21,106,365
Net assets (BOY)
$17,211,459

Income & contributions

Employer contributions
$620,745
Participant contributions
$2,388,792
Total contributions
$3,266,715
Total income / additions
$6,053,990

Expenses & distributions

Benefits paid
$2,070,203
Administrative expenses
$92,597
Total expenses
$2,159,084
Net increase / (decrease)
$3,894,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$63,409$02023
Usi Consulting GroupINVESTMENT ADVISORY$29,188not reported in the loaded dataset2023

Related Form 5500 pages