5.11, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (5.11, 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, 5.11, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by 5.11, Inc. under EIN 61-1443499 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,004 participants and $41,929,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
5.11, Inc.
EIN
61-1443499
Plan number
001
Plan type
2
Location
Costa Mesa, CA
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$41,929,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20240911164113NAL0008829329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,929,806
Total liabilities (EOY)
$0
Net assets (EOY)
$41,929,806
Net assets (BOY)
$34,135,298

Income & contributions

Employer contributions
$904,510
Participant contributions
$3,535,718
Total contributions
$5,085,445
Total income / additions
$11,472,529

Expenses & distributions

Benefits paid
$3,430,150
Administrative expenses
$130,388
Total expenses
$3,678,021
Net increase / (decrease)
$7,794,508

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCADVISOR$90,895not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,493$02023

Related Form 5500 pages