Checkout, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Checkout, 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, Checkout, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Checkout, LLC under EIN 36-4865815 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $5,733,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Checkout, LLC
- EIN
- 36-4865815
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $5,733,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241216150958NAL0001296945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,733,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,733,785
- Net assets (BOY)
- $3,429,269
Income & contributions
- Employer contributions
- $708,028
- Participant contributions
- $1,461,123
- Total contributions
- $2,391,825
- Total income / additions
- $3,299,129
Expenses & distributions
- Benefits paid
- $990,103
- Administrative expenses
- $4,510
- Total expenses
- $994,613
- Net increase / (decrease)
- $2,304,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $4,510 | $0 | 2023 |
| Pimco Intl | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Dfa | NONE | $0 | $0 | 2023 |
| Allspring | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
| Jhancock | NONE | $0 | $0 | 2023 |
| Tcw Emerging | NONE | $0 | $0 | 2023 |
| Blackrock | NONE | $0 | $0 | 2023 |
| Jpmorgan | NONE | $0 | $0 | 2023 |
| Ab Large Cap | NONE | $0 | $0 | 2023 |
| Carillon Scout | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Checkout, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Intl — Schedule C compensation
- American Funds — Schedule C compensation
- Dfa — Schedule C compensation
- Allspring — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Vanguard — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Jhancock — Schedule C compensation
- Tcw Emerging — Schedule C compensation
- Blackrock — Schedule C compensation
- Jpmorgan — Schedule C compensation
- Ab Large Cap — Schedule C compensation
- Carillon Scout — Schedule C compensation
- Fidelity — Schedule C compensation