Plan5500

Specialized Retail Stores LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Specialized Retail Stores LLC (EIN 46-1425563) is a plan sponsor located in Costa Mesa, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-1425563
Location
Costa Mesa, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Specialized Retail Stores LLC

  • 2 loaded plans hold $7.9M in reported assets.
  • The largest, Specialized Retail Stores 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,910 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,905,895
Total reported assets$7.9M$7,905,895
Total reported participants1.9K1,910
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.1M
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$200.8K
Total expenses$201K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Specialized Retail Stores 401(K) Plan
Participants per plan955Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Specialized Retail Stores 401(K) Plan$7.9M
    Plan #001 · 444 participants · 2023
  2. 2
    Specialized Retail Stores LLC. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 1,466 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Specialized Retail Stores LLC. Open one for its full reported snapshot.

  1. 2023
    Specialized Retail Stores LLC. Health And Welfare Plan1,466 participants · 2No schedules
    View filing →
  2. 2023
    Specialized Retail Stores 401(K) Plan444 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Specialized Retail Stores LLC report on Form 5500?
Specialized Retail Stores LLC (EIN 46-1425563) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Specialized Retail Stores LLC?
The Employer Identification Number (EIN) reported for Specialized Retail Stores LLC is 46-1425563.
What is the latest Form 5500 filing year for Specialized Retail Stores LLC?
The latest loaded Form 5500 filing year for Specialized Retail Stores LLC is 2023.

Related Form 5500 pages