2023 Form 5500 filing — Shift7 Digital 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 20241015152941NAL0028937217001) for Shift7 Digital 401(K) Plan, reported by Siteworx Holdings, LLC under EIN 90-0905501 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152941NAL0028937217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siteworx Holdings, LLC
- EIN
- 90-0905501
- Plan number
- 001
- Location
- Cary, NC
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,951,941
- Total liabilities (EOY)
- $554
- Net assets (EOY)
- $9,951,387
- Employer contributions
- $303,824
- Participant contributions
- $910,608
- Total income / additions
- $2,778,067
- Benefits paid
- $1,298,058
- Administrative expenses
- $39,745
- Total expenses
- $1,338,605
- Net increase / (decrease)
- $1,439,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $38,140 | not reported in the loaded dataset |
| Charles Schwab & Company | CUSTODIAN | $1,139 | $0 |
| Envestnet Asset Management Inc | INVESTMENT ADVISOR | $827 | not reported in the loaded dataset |
| Buckingham Strategic Partners | INVESTMENT ADVISOR | $779 | not reported in the loaded dataset |