2023 Form 5500 filing — Christmas Tree Shops 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521155257NAL0002816001001) for Christmas Tree Shops 401(K) Savings Plan, reported by Christmas Tree Shops under EIN 04-2471207 and plan number 001. It reports 1,701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants1.7K1,701
Provider compensation$133.7K4 Schedule C row(s)$133,666
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240521155257NAL0002816001001
- Plan sponsor
- Christmas Tree Shops
- EIN
- 04-2471207
- Plan number
- 001
- Location
- Middleborough, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $1,177,364
- Total income / additions
- $5,251,051
- Benefits paid
- $49,329,200
- Administrative expenses
- $68,257
- Total expenses
- $49,397,457
- Net increase / (decrease)
- -$44,146,406
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,021 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $27,634 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,211 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset |