2023 Form 5500 filing — Share In Our Growth 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 20241015141441NAL0014810275002) for Share In Our Growth 401(K) Plan, reported by Guy & O'Neill, Inc. under EIN 39-1234372 and plan number 001. It reports 228 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)$7.4MReported net assets$7,425,809
Participants228
Provider compensation$32.9K1 Schedule C row(s)$32,910
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141441NAL0014810275002
Plan sponsor
Guy & O'Neill, Inc.
EIN
39-1234372
Plan number
001
Location
Fredonia, WI
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)$7.4M total assets
Net assets$7.4MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$239.9K
Participant$843K
Full reported line items
Total assets (EOY)
$7,425,809
Net assets (EOY)
$7,425,809
Employer contributions
$239,854
Participant contributions
$842,958
Total income / additions
$2,331,593
Benefits paid
$1,005,387
Administrative expenses
$32,697
Total expenses
$1,045,533
Net increase / (decrease)
$1,286,060
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $32.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141441NAL0014810275002 cover?
It is the 2023 Form 5500 filing for Share In Our Growth 401(K) Plan, reported by Guy & O'Neill, Inc. (EIN 39-1234372).
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