2023 Form 5500 filing — Team Sledd, LLC Employees' 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 20241001084547NAL0011208352001) for Team Sledd, LLC Employees' 401(K) Profit Sharing Plan, reported by Team Sledd, LLC under EIN 84-4141833 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001084547NAL0011208352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Team Sledd, LLC
- EIN
- 84-4141833
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,434,396
- Net assets (EOY)
- $15,434,396
- Employer contributions
- $340,739
- Participant contributions
- $532,482
- Total income / additions
- $2,616,042
- Benefits paid
- $455,535
- Administrative expenses
- $68,513
- Total expenses
- $524,048
- Net increase / (decrease)
- $2,091,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Advisory Services Inc | INVESTMENT AD VISORY - PL | $34,670 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEP ER | $23,142 | not reported in the loaded dataset |
| Lally & Co. | AUDITOR | $9,000 | not reported in the loaded dataset |