Plan5500

Team Sledd, LLC Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Team Sledd, 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, Team Sledd, LLC Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Team Sledd, LLC under EIN 84-4141833 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $15,434,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Team Sledd, LLC
EIN
84-4141833
Plan number
001
Plan type
2
Location
Wheeling, WV
Latest filing year
2023
Participants
253
End-of-year plan assets
$15,434,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20241001084547NAL0011208352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,434,396
Net assets (EOY)
$15,434,396
Net assets (BOY)
$13,342,402

Income & contributions

Employer contributions
$340,739
Participant contributions
$532,482
Total contributions
$887,604
Total income / additions
$2,616,042

Expenses & distributions

Benefits paid
$455,535
Administrative expenses
$68,513
Total expenses
$524,048
Net increase / (decrease)
$2,091,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Advisory Services IncINVESTMENT AD VISORY - PL$34,670not reported in the loaded dataset2023
Transamerica Retirement Solutions,RECORDKEEP ER$23,142not reported in the loaded dataset2023
Lally & Co.AUDITOR$9,000not reported in the loaded dataset2023

Related Form 5500 pages