2023 Form 5500 filing — Solo Brands 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 20240924112056NAL0012881393001) for Solo Brands 401(K) Plan, reported by Solo Brands, LLC under EIN 45-2545944 and plan number 001. It reports 501 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)$8.8MReported net assets$8,772,974
Participants501
Provider compensation$74.5K2 Schedule C row(s)$74,490
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924112056NAL0012881393001
Plan sponsor
Solo Brands, LLC
EIN
45-2545944
Plan number
001
Location
Dallas, TX
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$612.7K
Benefits paid / distributions$536.2K
Contributions
Employer$674.4K
Participant$1.5M
Full reported line items
Total assets (EOY)
$8,772,974
Total liabilities (EOY)
$0
Net assets (EOY)
$8,772,974
Employer contributions
$674,399
Participant contributions
$1,485,592
Total income / additions
$4,094,217
Benefits paid
$536,196
Administrative expenses
$76,522
Total expenses
$612,718
Net increase / (decrease)
$3,481,499
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $59.1K · Indirect $0
  2. 2
    ADVISOR · Direct $15.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924112056NAL0012881393001 cover?
It is the 2023 Form 5500 filing for Solo Brands 401(K) Plan, reported by Solo Brands, LLC (EIN 45-2545944).
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