Plan5500

Sbux Management Associates, LLC 401(K) Plan — Form 5500 plan (Sbux Management Associates, 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, Sbux Management Associates, LLC 401(K) Plan is a benefit plan reported by Sbux Management Associates, LLC under EIN 92-0457172 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $2,189,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sbux Management Associates, LLC
EIN
92-0457172
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
402
End-of-year plan assets
$2,189,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20250822143116NAL0002602147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,189,412
Net assets (EOY)
$2,189,412
Net assets (BOY)
$69,637

Income & contributions

Employer contributions
$213,039
Participant contributions
$452,594
Total contributions
$774,012
Total income / additions
$1,050,495

Expenses & distributions

Benefits paid
$139,245
Administrative expenses
$74,770
Total expenses
$241,981
Net increase / (decrease)
$808,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insperity Retirement ServicesRECORDKEEPER$73,419not reported in the loaded dataset2023
Wilshire AssociatesINVESTMENT ADVISOR$619not reported in the loaded dataset2023

Related Form 5500 pages