Shift7 Digital 401(K) Plan — Form 5500 plan (Siteworx Holdings, 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, Shift7 Digital 401(K) Plan is a benefit plan reported by Siteworx Holdings, LLC under EIN 90-0905501 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $9,951,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siteworx Holdings, LLC
- EIN
- 90-0905501
- Plan number
- 001
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $9,951,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015152941NAL0028937217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,951,941
- Total liabilities (EOY)
- $554
- Net assets (EOY)
- $9,951,387
- Net assets (BOY)
- $8,511,925
Income & contributions
- Employer contributions
- $303,824
- Participant contributions
- $910,608
- Total contributions
- $1,235,526
- Total income / additions
- $2,778,067
Expenses & distributions
- Benefits paid
- $1,298,058
- Administrative expenses
- $39,745
- Total expenses
- $1,338,605
- Net increase / (decrease)
- $1,439,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $38,140 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Company | CUSTODIAN | $1,139 | $0 | 2023 |
| Envestnet Asset Management Inc | INVESTMENT ADVISOR | $827 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | INVESTMENT ADVISOR | $779 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siteworx Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Cary, NC
- Wellington Consulting Services, Inc — Schedule C compensation
- Charles Schwab & Company — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation