2023 Form 5500 filing — Sole Technology, Inc. 401(K) Profit Sharing 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 20241015170649NAL0029205281001) for Sole Technology, Inc. 401(K) Profit Sharing Plan, reported by Sole Technology, Inc. under EIN 33-0698517 and plan number 001. It reports 151 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)$13.1MReported net assets$13,056,518
Participants151
Provider compensation$31.9K2 Schedule C row(s)$31,918
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015170649NAL0029205281001
Plan sponsor
Sole Technology, Inc.
EIN
33-0698517
Plan number
001
Location
Lake Forest, CA
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$1.5K
Participant$263.6K
Full reported line items
Total assets (EOY)
$13,056,518
Total liabilities (EOY)
$0
Net assets (EOY)
$13,056,518
Employer contributions
$1,504
Participant contributions
$263,562
Total income / additions
$2,564,885
Benefits paid
$1,954,002
Administrative expenses
$35,844
Total expenses
$1,989,846
Net increase / (decrease)
$575,039
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $25.8K · Indirect $0
  2. 2
    NONE · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170649NAL0029205281001 cover?
It is the 2023 Form 5500 filing for Sole Technology, Inc. 401(K) Profit Sharing Plan, reported by Sole Technology, Inc. (EIN 33-0698517).
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