Streamline Brands Readiness 401(K) Plan — Form 5500 plan (Streamline Brands)
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, Streamline Brands Readiness 401(K) Plan is a benefit plan reported by Streamline Brands under EIN 27-0666401 and plan number 002. The latest loaded filing year is 2023. The filing reports 424 participants and $4,796,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Streamline Brands
- EIN
- 27-0666401
- Plan number
- 002
- Plan type
- 2
- Location
- Parker, CO
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $4,796,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20250314131017NAL0011825523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,796,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,796,799
- Net assets (BOY)
- $4,175,015
Income & contributions
- Employer contributions
- $281,333
- Participant contributions
- $313,625
- Total contributions
- $600,762
- Total income / additions
- $1,279,706
Expenses & distributions
- Benefits paid
- $608,518
- Administrative expenses
- $51,232
- Total expenses
- $657,922
- Net increase / (decrease)
- $621,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $26,362 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $14,307 | not reported in the loaded dataset | 2023 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $10,563 | $2,709 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Streamline Brands
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Parker, CO
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- United Benefit Pensions Inc — Schedule C compensation