Simply Good Foods Usa, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Simply Good Foods Usa, Inc.)
Plain-English plan 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, Simply Good Foods Usa, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Simply Good Foods Usa, Inc. under EIN 13-3587994 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $35,338,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simply Good Foods Usa, Inc.
- EIN
- 13-3587994
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $35,338,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241015135456NAL0028654593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,338,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,338,421
- Net assets (BOY)
- $29,843,295
Income & contributions
- Employer contributions
- $1,358,522
- Participant contributions
- $3,053,909
- Total contributions
- $4,537,305
- Total income / additions
- $9,906,287
Expenses & distributions
- Benefits paid
- $4,316,930
- Administrative expenses
- $94,231
- Total expenses
- $4,411,161
- Net increase / (decrease)
- $5,495,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $47,536 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $40,282 | $0 | 2023 |
| United Retirement Inc Part Of Futur | OTHER | $0 | $15,728 | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $6,210 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $203 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simply Good Foods Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- United Retirement Inc Part Of Futur — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation