2023 Form 5500 filing — Shiftkey, LLC 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 20241015140317NAL0014789139001) for Shiftkey, LLC 401(K) Plan, reported by Shiftkey, LLC under EIN 81-3148615 and plan number 001. It reports 395 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)$9.9MReported net assets$9,941,927
Participants395
Provider compensation$2.6K1 Schedule C row(s)$2,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015140317NAL0014789139001
Plan sponsor
Shiftkey, LLC
EIN
81-3148615
Plan number
001
Location
Irving, TX
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$2.2M
Participant$3M
Full reported line items
Total assets (EOY)
$9,941,927
Total liabilities (EOY)
$0
Net assets (EOY)
$9,941,927
Employer contributions
$2,171,249
Participant contributions
$2,966,445
Total income / additions
$7,887,687
Benefits paid
$1,452,347
Administrative expenses
$3,519
Total expenses
$1,466,589
Net increase / (decrease)
$6,421,098
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140317NAL0014789139001 cover?
It is the 2023 Form 5500 filing for Shiftkey, LLC 401(K) Plan, reported by Shiftkey, LLC (EIN 81-3148615).
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