Think Small 401(K) Plan — Form 5500 plan (Think Small)
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, Think Small 401(K) Plan is a benefit plan reported by Think Small under EIN 41-1260581 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $5,465,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Think Small
- EIN
- 41-1260581
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $5,465,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241009133424NAL0010677379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,465,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,465,429
- Net assets (BOY)
- $5,126,963
Income & contributions
- Employer contributions
- $251,443
- Participant contributions
- $385,254
- Total contributions
- $737,246
- Total income / additions
- $1,569,002
Expenses & distributions
- Benefits paid
- $1,190,978
- Administrative expenses
- $39,558
- Total expenses
- $1,230,536
- Net increase / (decrease)
- $338,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pricipal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,385 | $0 | 2023 |
| Osiac Wealth, Inc. | OTHER SERVICES | $0 | $13,508 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |