2023 Form 5500 filing — Stampin Up 401(K) Profit Sharing 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 20240926180838NAL0000569875001) for Stampin Up 401(K) Profit Sharing Plan, reported by Stampin Up Inc. under EIN 88-0263215 and plan number 001. It reports 584 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)$35.9MReported net assets$35,944,338
Participants584
Provider compensation$110.7K2 Schedule C row(s)$110,695
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926180838NAL0000569875001
Plan sponsor
Stampin Up Inc.
EIN
88-0263215
Plan number
001
Location
Riverton, UT
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)$35.9M total assets
Net assets$35.9MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$985.9K
Participant$2M
Full reported line items
Total assets (EOY)
$35,944,338
Total liabilities (EOY)
$0
Net assets (EOY)
$35,944,338
Employer contributions
$985,908
Participant contributions
$1,957,720
Total income / additions
$7,597,293
Benefits paid
$1,758,857
Administrative expenses
$110,695
Total expenses
$1,869,552
Net increase / (decrease)
$5,727,741
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $64K · Indirect $0
  2. 2
    ADVISOR · Direct $46.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926180838NAL0000569875001 cover?
It is the 2023 Form 5500 filing for Stampin Up 401(K) Profit Sharing Plan, reported by Stampin Up Inc. (EIN 88-0263215).
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