2023 Form 5500 filing — Sb Holdings 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 20241010121030NAL0020042129001) for Sb Holdings 401(K) Plan, reported by La Clippers LLC under EIN 47-1060673 and plan number 001. It reports 558 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)$38.8MReported net assets$38,818,584

Participants558

Provider compensation$37.8K2 Schedule C row(s)$37,820

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010121030NAL0020042129001
Plan sponsor: La Clippers LLC
EIN: 47-1060673
Plan number: 001
Location: Bellevue, WA
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)$38.8M total assets

Net assets$38.8MLiabilities$0

Money in vs. money out

Total income / additions$13.6M

Total expenses$2.6M

Benefits paid / distributions$2.6M

Contributions

Employer$2.5M

Participant$3.8M

Full reported line items

Total assets (EOY): $38,818,584
Total liabilities (EOY): $0
Net assets (EOY): $38,818,584
Employer contributions: $2,512,898
Participant contributions: $3,778,182
Total income / additions: $13,622,972
Benefits paid: $2,571,531
Administrative expenses: $37,820
Total expenses: $2,609,351
Net increase / (decrease): $11,013,621

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$35.7K
RECORDKEEPER · Direct $35.7K · Indirect $0
2
Strategic Advisors$2.2K
ADVISOR · Direct $2.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010121030NAL0020042129001 cover?: It is the 2023 Form 5500 filing for Sb Holdings 401(K) Plan, reported by La Clippers LLC (EIN 47-1060673).
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).