2023 Form 5500 filing — Common Thread Collective 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 20241015133735NAL0057877058001) for Common Thread Collective 401(K) Plan, reported by Common Thread Collective, LLC under EIN 36-4809528 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133735NAL0057877058001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Common Thread Collective, LLC
- EIN
- 36-4809528
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,482,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,482,149
- Employer contributions
- $168,433
- Participant contributions
- $347,146
- Total income / additions
- $990,613
- Benefits paid
- $756,448
- Administrative expenses
- $36,547
- Total expenses
- $796,402
- Net increase / (decrease)
- $194,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | RECORDKEEPER | $26,876 | not reported in the loaded dataset |
| Forusall, Inc. | ADMINISTRATOR | $9,671 | not reported in the loaded dataset |