Sjo Kids, Inc. 401(K) Plan — Form 5500 plan (Sjo Kids, 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, Sjo Kids, Inc. 401(K) Plan is a benefit plan reported by Sjo Kids, Inc. under EIN 84-2733413 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $2,682,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sjo Kids, Inc.
- EIN
- 84-2733413
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $2,682,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240205120609NAL0033354257001 |
| 2023 | 256 | H, C | 20241015155030NAL0029000737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,317,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,317,305
- Net assets (BOY)
- $3,215,704
Income & contributions
- Employer contributions
- $490,327
- Participant contributions
- $583,421
- Total contributions
- $1,154,095
- Total income / additions
- $1,682,520
Expenses & distributions
- Benefits paid
- $549,718
- Administrative expenses
- $31,201
- Total expenses
- $580,919
- Net increase / (decrease)
- $1,101,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,466 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,335 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $1,577 | $0 | 2023 |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sjo Kids, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation