Sears Authorized Hometown Stores, LLC 401(K) Plan — Form 5500 plan (Sears Authorized Hometown Stores, LLC)
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, Sears Authorized Hometown Stores, LLC 401(K) Plan is a benefit plan reported by Sears Authorized Hometown Stores, LLC under EIN 26-2779641 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $4,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sears Authorized Hometown Stores, LLC
- EIN
- 26-2779641
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $4,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015155829NAL0016818739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,924
- Net assets (BOY)
- $14,152,939
Income & contributions
- Employer contributions
- $9,507
- Participant contributions
- $20,310
- Total contributions
- $29,817
- Total income / additions
- $1,419,722
Expenses & distributions
- Benefits paid
- $15,393,688
- Administrative expenses
- $174,049
- Total expenses
- $15,567,737
- Net increase / (decrease)
- -$14,148,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $53,927 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $40,118 | not reported in the loaded dataset | 2023 |
| Belfint, Lyons & Shuman, P.A. | AUDITOR | $40,000 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt & Taylor Llp | ATTORNEY | $35,000 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | OTHER | -$17,229 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sears Authorized Hometown Stores, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Belfint, Lyons & Shuman, P.A. — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation