Ministry Brands 401(K) Plan — Form 5500 plan (Site Organic 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, Ministry Brands 401(K) Plan is a benefit plan reported by Site Organic LLC under EIN 46-1145297 and plan number 002. The latest loaded filing year is 2023. The filing reports 750 participants and $19,077,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Site Organic LLC
- EIN
- 46-1145297
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $19,077,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241015065948NAL0027734225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,077,818
- Net assets (EOY)
- $19,077,818
- Net assets (BOY)
- $14,385,333
Income & contributions
- Employer contributions
- $644,130
- Participant contributions
- $2,839,712
- Total contributions
- $4,366,763
- Total income / additions
- $7,220,587
Expenses & distributions
- Benefits paid
- $2,431,493
- Administrative expenses
- $95,638
- Total expenses
- $2,528,102
- Net increase / (decrease)
- $4,692,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,242 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown Pc | NONE | $26,424 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc | NONE | $14,898 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Site Organic LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Withum Smith Brown Pc — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation