Shop Architects 401(K) Plan — Form 5500 plan (Shop Architects, 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, Shop Architects 401(K) Plan is a benefit plan reported by Shop Architects, Inc under EIN 13-4198194 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $10,367,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shop Architects, Inc
EIN
13-4198194
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
193
End-of-year plan assets
$10,367,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241014102455NAL0044142640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,367,490
Total liabilities (EOY)
$0
Net assets (EOY)
$10,367,490
Net assets (BOY)
$8,210,351

Income & contributions

Employer contributions
$164,625
Participant contributions
$736,567
Total contributions
$905,939
Total income / additions
$2,573,028

Expenses & distributions

Benefits paid
$378,322
Administrative expenses
$37,567
Total expenses
$415,889
Net increase / (decrease)
$2,157,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bks Financial Investments LLCNONE$17,820not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$14,160not reported in the loaded dataset2023
Matrix Trust CompanyNONE$4,882$02023

Related Form 5500 pages