2023 Form 5500 filing — Sharpe Dry Goods Of Checotah 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 20240925144102NAL0008416403001) for Sharpe Dry Goods Of Checotah 401(K) Plan, reported by Sharpe Dry Goods Company Of Checotah, LLC under EIN 73-0670668 and plan number 001. It reports 144 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)$5MReported net assets$4,972,441
Participants144
Provider compensation$31.7K2 Schedule C row(s)$31,703
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925144102NAL0008416403001
Plan sponsor
Sharpe Dry Goods Company Of Checotah, LLC
EIN
73-0670668
Plan number
001
Location
Checotah, OK
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$334.9K
Benefits paid / distributions$303.2K
Contributions
Employer$193.3K
Participant$275.5K
Full reported line items
Total assets (EOY)
$4,972,441
Total liabilities (EOY)
$0
Net assets (EOY)
$4,972,441
Employer contributions
$193,313
Participant contributions
$275,513
Total income / additions
$1,220,470
Benefits paid
$303,211
Administrative expenses
$31,703
Total expenses
$334,914
Net increase / (decrease)
$885,556
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $16.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $15.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925144102NAL0008416403001 cover?
It is the 2023 Form 5500 filing for Sharpe Dry Goods Of Checotah 401(K) Plan, reported by Sharpe Dry Goods Company Of Checotah, LLC (EIN 73-0670668).
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