2023 Form 5500 filing — Sodastream Usa Inc 401 K Profit Sharing Plan Trust
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 20240911085612NAL0008231377001) for Sodastream Usa Inc 401 K Profit Sharing Plan Trust, reported by Soda Stream Usa under EIN 52-2186584 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911085612NAL0008231377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soda Stream Usa
- EIN
- 52-2186584
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,793,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,793,220
- Employer contributions
- $486,080
- Participant contributions
- $750,043
- Total income / additions
- $2,528,915
- Benefits paid
- $245,071
- Administrative expenses
- $30,454
- Total expenses
- $275,525
- Net increase / (decrease)
- $2,253,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Retirement Solutions, LLC | TPA | $850 | $3,529 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,010 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11 | not reported in the loaded dataset |
| Great West Life & Annuity Insurance | RECORDKEEPER | $0 | not reported in the loaded dataset |
| Wells Fargo Advisors Ins Agency | FINANCIAL ADVISOR | $0 | not reported in the loaded dataset |