2023 Form 5500 filing — 48forty Solutions 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 20240926112929NAL0000377971001) for 48forty Solutions 401(K) Plan, reported by 48forty Solutions, LLC under EIN 59-3593261 and plan number 001. It reports 5,369 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)$45.4MReported net assets$45,356,936
Participants5.4K5,369
Provider compensation$116.2K2 Schedule C row(s)$116,230
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926112929NAL0000377971001
Plan sponsor
48forty Solutions, LLC
EIN
59-3593261
Plan number
001
Location
Houston, 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)$45.4M total assets
Net assets$45.4MLiabilities$0
Money in vs. money out
Total income / additions$15.6M
Total expenses$8.3M
Benefits paid / distributions$8.1M
Contributions
Employer$3M
Participant$4.9M
Full reported line items
Total assets (EOY)
$45,356,936
Total liabilities (EOY)
$0
Net assets (EOY)
$45,356,936
Employer contributions
$2,951,146
Participant contributions
$4,923,916
Total income / additions
$15,613,670
Benefits paid
$8,081,481
Administrative expenses
$116,230
Total expenses
$8,316,384
Net increase / (decrease)
$7,297,286
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $106.9K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $9.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926112929NAL0000377971001 cover?
It is the 2023 Form 5500 filing for 48forty Solutions 401(K) Plan, reported by 48forty Solutions, LLC (EIN 59-3593261).
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