2023 Form 5500 filing — Sears Authorized Hometown Stores, 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 20241015155829NAL0016818739001) for Sears Authorized Hometown Stores, LLC 401(K) Plan, reported by Sears Authorized Hometown Stores, LLC under EIN 26-2779641 and plan number 001. It reports 186 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)$4.9KReported net assets$4,924
Participants186
Provider compensation$151.8K5 Schedule C row(s)$151,816
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155829NAL0016818739001
- Plan sponsor
- Sears Authorized Hometown Stores, LLC
- EIN
- 26-2779641
- Plan number
- 001
- Location
- Wilmington, DE
- Received date
- not reported in the loaded dataset
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)$4.9K total assets
Net assets$4.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,924
- Employer contributions
- $9,507
- Participant contributions
- $20,310
- Total income / additions
- $1,419,722
- Benefits paid
- $15,393,688
- Administrative expenses
- $174,049
- Total expenses
- $15,567,737
- Net increase / (decrease)
- -$14,148,015
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,927 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $40,118 | not reported in the loaded dataset |
| Belfint, Lyons & Shuman, P.A. | AUDITOR | $40,000 | not reported in the loaded dataset |
| Young Conaway Stargatt & Taylor Llp | ATTORNEY | $35,000 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | OTHER | -$17,229 | not reported in the loaded dataset |