Theskimm, Inc. 401(K) Plan — Form 5500 plan (Theskimm, Inc.)
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, Theskimm, Inc. 401(K) Plan is a benefit plan reported by Theskimm, Inc. under EIN 46-3986171 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,780,622 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,780,622
Participants131Covered participants reported
Assets / participant$59.4KComputed: assets ÷ participants$59,394 (computed)
Provider compensation$12.7K3 Schedule C provider row(s)$12,665
- Plan sponsor
- Theskimm, Inc.
- EIN
- 46-3986171
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015101629NAL0029228129001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,780,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,780,622
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $75,477
- Participant contributions
- $612,263
- Total contributions
- $731,566
- Total income / additions
- $1,257,865
Expenses & distributions
- Benefits paid
- $674,621
- Administrative expenses
- $9,704
- Total expenses
- $684,325
- Net increase / (decrease)
- $573,540
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Monarch Corporate Advisors Inc | INVESTMENT ADVISOR | $7,240 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $5,388 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $37 | not reported in the loaded dataset | 2023 |