2023 Form 5500 filing — Shift4 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 20241014153940NAL0027742657001) for Shift4 401(K) Plan, reported by Shift4 Payments, LLC under EIN 46-5216257 and plan number 001. It reports 2,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153940NAL0027742657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shift4 Payments, LLC
- EIN
- 46-5216257
- Plan number
- 001
- Location
- Center Valley, PA
- Participants
- 2,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,151,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,151,607
- Employer contributions
- $2,871,609
- Participant contributions
- $7,693,188
- Total income / additions
- $23,341,307
- Benefits paid
- $6,864,937
- Administrative expenses
- $208,864
- Total expenses
- $7,172,584
- Net increase / (decrease)
- $16,168,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $106,902 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $68,122 | not reported in the loaded dataset |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $28,840 | not reported in the loaded dataset |
| Stout, Causey & Horning, P.A. | AUDITOR | $5,000 | not reported in the loaded dataset |