Soapy Joe'S 401k Plan — Form 5500 plan (Soapy Joe'S Group, 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, Soapy Joe'S 401k Plan is a benefit plan reported by Soapy Joe'S Group, Inc. under EIN 84-3914852 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $1,725,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Soapy Joe'S Group, Inc.
EIN
84-3914852
Plan number
001
Plan type
2
Location
Santee, CA
Latest filing year
2023
Participants
476
End-of-year plan assets
$1,725,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20241014171032NAL0026801329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,725,628
Total liabilities (EOY)
$0
Net assets (EOY)
$1,725,628
Net assets (BOY)
$1,100,241

Income & contributions

Employer contributions
$150,678
Participant contributions
$438,631
Total contributions
$589,309
Total income / additions
$814,093

Expenses & distributions

Benefits paid
$185,549
Administrative expenses
$3,157
Total expenses
$188,706
Net increase / (decrease)
$625,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$3,157$02023

Related Form 5500 pages