2023 Form 5500 filing — Threshold Enterprises, 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 20241015085302NAL0047099232001) for Threshold Enterprises, Ltd. 401(K) Plan, reported by Threshold Enterprises, Ltd. under EIN 94-2609086 and plan number 001. It reports 560 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)$8.5MReported net assets$8,467,486
Participants560
Provider compensation$69.6K2 Schedule C row(s)$69,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015085302NAL0047099232001
Plan sponsor
Threshold Enterprises, Ltd.
EIN
94-2609086
Plan number
001
Location
Scotts Valley, 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)$8.6M total assets
Net assets$8.5MLiabilities$131.6K
Money in vs. money out
Total income / additions$2.1M
Total expenses$962.3K
Benefits paid / distributions$892.7K
Contributions
Employer$26.3K
Participant$708.7K
Full reported line items
Total assets (EOY)
$8,599,100
Total liabilities (EOY)
$131,614
Net assets (EOY)
$8,467,486
Employer contributions
$26,338
Participant contributions
$708,728
Total income / additions
$2,148,598
Benefits paid
$892,695
Administrative expenses
$69,559
Total expenses
$962,254
Net increase / (decrease)
$1,186,344
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $50.3K
  2. 2
    NONE · Direct $19.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015085302NAL0047099232001 cover?
It is the 2023 Form 5500 filing for Threshold Enterprises, Ltd. 401(K) Plan, reported by Threshold Enterprises, Ltd. (EIN 94-2609086).
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