Maggie Sottero Designs, LLC Retirement Plan — Form 5500 plan (Maggie Sottero Designs, 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, Maggie Sottero Designs, LLC Retirement Plan is a benefit plan reported by Maggie Sottero Designs, LLC under EIN 84-1372968 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $10,831,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maggie Sottero Designs, LLC
- EIN
- 84-1372968
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $10,831,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241016100118NAL0031599249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,831,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,831,694
- Net assets (BOY)
- $9,076,483
Income & contributions
- Employer contributions
- $577,723
- Participant contributions
- $346,574
- Total contributions
- $924,297
- Total income / additions
- $2,116,590
Expenses & distributions
- Benefits paid
- $330,371
- Administrative expenses
- $31,008
- Total expenses
- $361,379
- Net increase / (decrease)
- $1,755,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,560 | $0 | 2023 |
| Oneamerica Securities Inc, | BROKER/ADVISOR | $0 | $13,982 | 2023 |
| National Benefit Services LLC | CONTRACT ADMIN | $2,374 | $9,999 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,567 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maggie Sottero Designs, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Oneamerica Securities Inc, — Schedule C compensation
- National Benefit Services LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation