School Outfitters, LLC 401(K) Retirement Plan — Form 5500 plan (School Outfitters, 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, School Outfitters, LLC 401(K) Retirement Plan is a benefit plan reported by School Outfitters, LLC under EIN 61-1341943 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $13,038,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- School Outfitters, LLC
- EIN
- 61-1341943
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $13,038,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241015082558NAL0027827569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,038,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,038,576
- Net assets (BOY)
- $11,317,049
Income & contributions
- Employer contributions
- $237,871
- Participant contributions
- $967,699
- Total contributions
- $1,221,418
- Total income / additions
- $2,967,894
Expenses & distributions
- Benefits paid
- $1,210,977
- Administrative expenses
- $35,390
- Total expenses
- $1,246,367
- Net increase / (decrease)
- $1,721,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pca Investment Advisory Services | NONE | $31,205 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $4,185 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $4,158 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for School Outfitters, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Pca Investment Advisory Services — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation