Theskimm, Inc. 401(K) Plan — Form 5500 plan (Theskimm, 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, Theskimm, Inc. 401(K) Plan is a benefit plan reported by Theskimm, Inc. under EIN 46-3986171 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,780,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Theskimm, Inc.
EIN
46-3986171
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
131
End-of-year plan assets
$7,780,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241015101629NAL0029228129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,780,622
Total liabilities (EOY)
$0
Net assets (EOY)
$7,780,622
Net assets (BOY)
$0

Income & contributions

Employer contributions
$75,477
Participant contributions
$612,263
Total contributions
$731,566
Total income / additions
$1,257,865

Expenses & distributions

Benefits paid
$674,621
Administrative expenses
$9,704
Total expenses
$684,325
Net increase / (decrease)
$573,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Monarch Corporate Advisors IncINVESTMENT ADVISOR$7,240not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$5,388$02023
Empower Advisory Group, LLCINVESTMENT MGMT$37not reported in the loaded dataset2023

Related Form 5500 pages