Shift4 401(K) Plan — Form 5500 plan (Shift4 Payments, 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, Shift4 401(K) Plan is a benefit plan reported by Shift4 Payments, LLC under EIN 46-5216257 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,228 participants and $78,151,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shift4 Payments, LLC
- EIN
- 46-5216257
- Plan number
- 001
- Plan type
- 2
- Location
- Center Valley, PA
- Latest filing year
- 2023
- Participants
- 2,228
- End-of-year plan assets
- $78,151,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,228 | H, C | 20241014153940NAL0027742657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,151,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,151,607
- Net assets (BOY)
- $57,207,672
Income & contributions
- Employer contributions
- $2,871,609
- Participant contributions
- $7,693,188
- Total contributions
- $12,451,953
- Total income / additions
- $23,341,307
Expenses & distributions
- Benefits paid
- $6,864,937
- Administrative expenses
- $208,864
- Total expenses
- $7,172,584
- Net increase / (decrease)
- $16,168,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $106,902 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $68,122 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $28,840 | not reported in the loaded dataset | 2023 |
| Stout, Causey & Horning, P.A. | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shift4 Payments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Center Valley, PA
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Stout, Causey & Horning, P.A. — Schedule C compensation