2023 Form 5500 filing — The Master 401(K) 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 20240808085230NAL0004825505001) for The Master 401(K) Plan, reported by Sharp Iron Group, LLC under EIN 75-2890621 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808085230NAL0004825505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Iron Group, LLC
- EIN
- 75-2890621
- Plan number
- 001
- Location
- Wichita Falls, TX
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,032,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,032,599
- Employer contributions
- $220,194
- Participant contributions
- $639,840
- Total income / additions
- $1,861,668
- Benefits paid
- $657,379
- Administrative expenses
- $34,128
- Total expenses
- $691,507
- Net increase / (decrease)
- $1,170,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,577 | $0 |
| Woodbury Financial Services Inc | ADVISOR | $10,160 | not reported in the loaded dataset |