Daniels Sharpsmart, Inc. 401(K) Plan — Form 5500 plan (Daniels Sharpsmart, 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, Daniels Sharpsmart, Inc. 401(K) Plan is a benefit plan reported by Daniels Sharpsmart, Inc. under EIN 84-1617227 and plan number 002. The latest loaded filing year is 2023. The filing reports 834 participants and $10,311,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniels Sharpsmart, Inc.
- EIN
- 84-1617227
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 834
- End-of-year plan assets
- $10,311,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 834 | H, C | 20241009115401NAL0037646914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,311,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,311,079
- Net assets (BOY)
- $6,730,994
Income & contributions
- Employer contributions
- $588,671
- Participant contributions
- $2,189,949
- Total contributions
- $3,308,187
- Total income / additions
- $4,746,177
Expenses & distributions
- Benefits paid
- $1,043,905
- Administrative expenses
- $101,671
- Total expenses
- $1,166,092
- Net increase / (decrease)
- $3,580,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,920 | $0 | 2023 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $24,146 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daniels Sharpsmart, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Wintrust Investments LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation