Plan5500

Shick Solutions, Inc. 401(K) Plan And Trust — Form 5500 plan (Shick Solutions, 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, Shick Solutions, Inc. 401(K) Plan And Trust is a benefit plan reported by Shick Solutions, Inc. under EIN 81-3038358 and plan number 003. The latest loaded filing year is 2023. The filing reports 249 participants and $22,026,684 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22MPlan net assets, end of year$22,026,684
Participants249Covered participants reported
Assets / participant$88.5KComputed: assets ÷ participants$88,461 (computed)
Provider compensation$67.8K2 Schedule C provider row(s)$67,773
Plan sponsor
Shick Solutions, Inc.
EIN
81-3038358
Plan number
003
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    249 participants · 2Sch HSch C
    View filing →
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)$22M total assets
Net assets$22MLiabilities$0
Money in vs. money out
Total income / additions$5.9M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$523.2K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$22,026,684
Total liabilities (EOY)
$0
Net assets (EOY)
$22,026,684
Net assets (BOY)
$18,798,658

Income & contributions

Employer contributions
$523,163
Participant contributions
$1,502,271
Total contributions
$2,755,607
Total income / additions
$5,897,888

Expenses & distributions

Benefits paid
$2,602,089
Administrative expenses
$67,773
Total expenses
$2,669,862
Net increase / (decrease)
$3,228,026
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Creative Planning LLC$35K
    ADVISOR · Direct $35K
  2. 2
    Fidelity Investments Institutional$32.8K
    RECORDKEEPER · Direct $32.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Shick Solutions, Inc. 401(K) Plan And Trust?
Shick Solutions, Inc. 401(K) Plan And Trust is reported as sponsored by Shick Solutions, Inc. (EIN 81-3038358, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Shick Solutions, Inc. 401(K) Plan And Trust?
The latest Form 5500 filing year loaded for Shick Solutions, Inc. 401(K) Plan And Trust is 2023.
How many participants does Shick Solutions, Inc. 401(K) Plan And Trust report?
Shick Solutions, Inc. 401(K) Plan And Trust reports 249 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Shick Solutions, Inc. 401(K) Plan And Trust?
Shick Solutions, Inc. 401(K) Plan And Trust reports $22,026,684 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages