Solar Supply, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Solar Supply, 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, Solar Supply, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Solar Supply, LLC under EIN 72-0464157 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $17,534,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solar Supply, LLC
- EIN
- 72-0464157
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $17,534,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240916153318NAL0002323840002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,534,249
- Net assets (EOY)
- $17,534,249
- Net assets (BOY)
- $16,488,797
Income & contributions
- Employer contributions
- $386,202
- Participant contributions
- $562,721
- Total contributions
- $958,358
- Total income / additions
- $2,930,393
Expenses & distributions
- Benefits paid
- $1,827,071
- Administrative expenses
- $38,277
- Total expenses
- $1,884,941
- Net increase / (decrease)
- $1,045,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISOR | $40,808 | not reported in the loaded dataset | 2023 |
| Martin Martin Randall & Assoc., Inc | CONTRACT ADMIN | $10,557 | not reported in the loaded dataset | 2023 |
| Te Lott & Company, P.A. | AUDITOR | $2,400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,075 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solar Supply, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lake Charles, LA
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Martin Martin Randall & Assoc., Inc — Schedule C compensation
- Te Lott & Company, P.A. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation