2023 Form 5500 filing — S.J. Innovations, LLC 401k 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 20241007093528NAL0007453299001) for S.J. Innovations, LLC 401k Profit Sharing Plan, reported by S.J. Innovations, LLC under EIN 46-4317094 and plan number 001. It reports 137 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)$6.2MReported net assets$6,214,424
Participants137
Provider compensation$16.7K2 Schedule C row(s)$16,723
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007093528NAL0007453299001
Plan sponsor
S.J. Innovations, LLC
EIN
46-4317094
Plan number
001
Location
Oklahoma City, 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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$444K
Benefits paid / distributions$427.1K
Contributions
Employer$27.8K
Participant$350.6K
Full reported line items
Total assets (EOY)
$6,214,424
Total liabilities (EOY)
$0
Net assets (EOY)
$6,214,424
Employer contributions
$27,776
Participant contributions
$350,558
Total income / additions
$1,389,350
Benefits paid
$427,097
Administrative expenses
$16,942
Total expenses
$444,039
Net increase / (decrease)
$945,311
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $14.2K
  2. 2
    RECORDKEEPER · Direct $2.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007093528NAL0007453299001 cover?
It is the 2023 Form 5500 filing for S.J. Innovations, LLC 401k Profit Sharing Plan, reported by S.J. Innovations, LLC (EIN 46-4317094).
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