2023 Form 5500 filing — Sbux Management Associates, 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 20250822143116NAL0002602147001) for Sbux Management Associates, LLC 401(K) Plan, reported by Sbux Management Associates, LLC under EIN 92-0457172 and plan number 001. It reports 402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250822143116NAL0002602147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sbux Management Associates, LLC
- EIN
- 92-0457172
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,189,412
- Net assets (EOY)
- $2,189,412
- Employer contributions
- $213,039
- Participant contributions
- $452,594
- Total income / additions
- $1,050,495
- Benefits paid
- $139,245
- Administrative expenses
- $74,770
- Total expenses
- $241,981
- Net increase / (decrease)
- $808,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Insperity Retirement Services | RECORDKEEPER | $73,419 | not reported in the loaded dataset |
| Wilshire Associates | INVESTMENT ADVISOR | $619 | not reported in the loaded dataset |