2023 Form 5500 filing — Sloanled 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 20241014204228NAL0055112402001) for Sloanled 401(K) Plan, reported by The Sloan Company under EIN 95-2015446 and plan number 002. It reports 114 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)$5.7MReported net assets$5,734,877
Participants114
Provider compensation$29.7K2 Schedule C row(s)$29,685
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014204228NAL0055112402001
Plan sponsor
The Sloan Company
EIN
95-2015446
Plan number
002
Location
Ventura, CA
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$24.1K
Participant$292K
Full reported line items
Total assets (EOY)
$5,734,877
Total liabilities (EOY)
$0
Net assets (EOY)
$5,734,877
Employer contributions
$24,064
Participant contributions
$291,986
Total income / additions
$1,456,230
Benefits paid
$4,177,776
Administrative expenses
$31,185
Total expenses
$4,208,961
Net increase / (decrease)
-$2,752,731
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $15.2K
  2. 2
    RECORDKEEPER · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014204228NAL0055112402001 cover?
It is the 2023 Form 5500 filing for Sloanled 401(K) Plan, reported by The Sloan Company (EIN 95-2015446).
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