2023 Form 5500 filing — Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 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 20241008154410NAL0030411664001) for Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan, reported by Signature Partners, Inc. under EIN 02-0573315 and plan number 001. It reports 246 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)$16.1MReported net assets$16,089,825
Participants246
Provider compensation$3.9K2 Schedule C row(s)$3,850
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008154410NAL0030411664001
Plan sponsor
Signature Partners, Inc.
EIN
02-0573315
Plan number
001
Location
Coldwater, OH
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)$16.1M total assets
Net assets$16.1MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$313.3K
Benefits paid / distributions$309.3K
Contributions
Employer$515.2K
Participant$990.5K
Full reported line items
Total assets (EOY)
$16,089,825
Total liabilities (EOY)
$0
Net assets (EOY)
$16,089,825
Employer contributions
$515,205
Participant contributions
$990,508
Total income / additions
$3,973,037
Benefits paid
$309,333
Administrative expenses
$3,850
Total expenses
$313,313
Net increase / (decrease)
$3,659,724
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMIN · Direct $3.3K
  2. 2
    RECORDKEEPER · Direct $550 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008154410NAL0030411664001 cover?
It is the 2023 Form 5500 filing for Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(K) Plan, reported by Signature Partners, Inc. (EIN 02-0573315).
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