Retail Concepts, Inc. 401(K) Plan — Form 5500 plan (Retail Concepts, 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, Retail Concepts, Inc. 401(K) Plan is a benefit plan reported by Retail Concepts, Inc. under EIN 74-2120086 and plan number 003. The latest loaded filing year is 2023. The filing reports 439 participants and $7,773,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retail Concepts, Inc.
EIN
74-2120086
Plan number
003
Plan type
2
Location
Stafford, TX
Latest filing year
2023
Participants
439
End-of-year plan assets
$7,773,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20250203130221NAL0012288416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,773,000
Total liabilities (EOY)
$0
Net assets (EOY)
$7,773,000
Net assets (BOY)
$6,892,816

Income & contributions

Employer contributions
$902
Participant contributions
$567,914
Total contributions
$568,816
Total income / additions
$1,597,436

Expenses & distributions

Benefits paid
$673,515
Administrative expenses
$43,737
Total expenses
$717,252
Net increase / (decrease)
$880,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$31,135$02023
One Digital Investment AdvisorsNONE$12,478not reported in the loaded dataset2023

Related Form 5500 pages