Shick Solutions, Inc. 401(K) Plan And Trust — Form 5500 plan (Shick Solutions, 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, Shick Solutions, Inc. 401(K) Plan And Trust is a benefit plan reported by Shick Solutions, Inc. under EIN 81-3038358 and plan number 003. The latest loaded filing year is 2023. The filing reports 249 participants and $22,026,684 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22MPlan net assets, end of year$22,026,684
Participants249Covered participants reported
Assets / participant$88.5KComputed: assets ÷ participants$88,461 (computed)
Provider compensation$67.8K2 Schedule C provider row(s)$67,773
- Plan sponsor
- Shick Solutions, Inc.
- EIN
- 81-3038358
- Plan number
- 003
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20240627120125NAL0006575715001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22M total assets
Net assets$22MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $22,026,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,026,684
- Net assets (BOY)
- $18,798,658
Income & contributions
- Employer contributions
- $523,163
- Participant contributions
- $1,502,271
- Total contributions
- $2,755,607
- Total income / additions
- $5,897,888
Expenses & distributions
- Benefits paid
- $2,602,089
- Administrative expenses
- $67,773
- Total expenses
- $2,669,862
- Net increase / (decrease)
- $3,228,026
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $32,773 | $0 | 2023 |