2023 Form 5500 filing — Steven-Robert Originals, 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 20241218123928NAL0002098275001) for Steven-Robert Originals, LLC 401(K) Plan, reported by Steven-Robert Originals, LLC under EIN 84-1318535 and plan number 001. It reports 2,014 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)$5.9MReported net assets$5,935,214
Participants2K2,014
Provider compensation$23.8K2 Schedule C row(s)$23,821
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241218123928NAL0002098275001
Plan sponsor
Steven-Robert Originals, LLC
EIN
84-1318535
Plan number
001
Location
Aurora, CO
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$675.2K
Benefits paid / distributions$651.1K
Contributions
Employer$164.7K
Participant$956.3K
Full reported line items
Total assets (EOY)
$5,935,214
Total liabilities (EOY)
$0
Net assets (EOY)
$5,935,214
Employer contributions
$164,651
Participant contributions
$956,295
Total income / additions
$1,939,710
Benefits paid
$651,086
Administrative expenses
$11,344
Total expenses
$675,213
Net increase / (decrease)
$1,264,497
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $12.8K
  2. 2
    RECORDKEEPER · Direct $11K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241218123928NAL0002098275001 cover?
It is the 2023 Form 5500 filing for Steven-Robert Originals, LLC 401(K) Plan, reported by Steven-Robert Originals, LLC (EIN 84-1318535).
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