Snugz Usa Retirement Plan — Form 5500 plan (Snugz Usa)
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, Snugz Usa Retirement Plan is a benefit plan reported by Snugz Usa under EIN 87-0471430 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $5,982,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snugz Usa
- EIN
- 87-0471430
- Plan number
- 001
- Plan type
- 2
- Location
- West Jordan, UT
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $5,982,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20240820104502NAL0002540129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,982,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,982,783
- Net assets (BOY)
- $4,700,221
Income & contributions
- Employer contributions
- $332,125
- Participant contributions
- $659,919
- Total contributions
- $1,002,272
- Total income / additions
- $1,850,662
Expenses & distributions
- Benefits paid
- $525,008
- Administrative expenses
- $43,092
- Total expenses
- $568,100
- Net increase / (decrease)
- $1,282,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dwc The 401(K) Experts | TPA | $19,922 | $0 | 2023 |
| Transamerica Financial Life | RECORDKEEPER | $19,471 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $0 | not reported in the loaded dataset | 2023 |