2023 Form 5500 filing — Soft Surroundings 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 20240918115509NAL0004290657001) for Soft Surroundings 401(K) Plan, reported by Triad Catalog Co Dba Soft Surroundings under EIN 43-1843413 and plan number 001. It reports 937 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)$11.6MReported net assets$11,580,058
Participants937
Provider compensation$125.4K3 Schedule C row(s)$125,410
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918115509NAL0004290657001
Plan sponsor
Triad Catalog Co Dba Soft Surroundings
EIN
43-1843413
Plan number
001
Location
Saint Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$7.4M
Benefits paid / distributions$7.3M
Contributions
Employer$200K
Participant$857.7K
Full reported line items
Total assets (EOY)
$11,580,058
Total liabilities (EOY)
$0
Net assets (EOY)
$11,580,058
Employer contributions
$200,000
Participant contributions
$857,667
Total income / additions
$3,486,531
Benefits paid
$7,312,845
Administrative expenses
$97,154
Total expenses
$7,429,908
Net increase / (decrease)
-$3,943,377
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $97.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $28.3K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918115509NAL0004290657001 cover?
It is the 2023 Form 5500 filing for Soft Surroundings 401(K) Plan, reported by Triad Catalog Co Dba Soft Surroundings (EIN 43-1843413).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages