Thirty-One Gifts 401(K) Plan — Form 5500 plan (Thirty-One Gifts, 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, Thirty-One Gifts 401(K) Plan is a benefit plan reported by Thirty-One Gifts, LLC under EIN 87-0726627 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $14,540,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thirty-One Gifts, LLC
EIN
87-0726627
Plan number
001
Plan type
2
Location
New Albany, OH
Latest filing year
2023
Participants
542
End-of-year plan assets
$14,540,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023542H, C20241010125258NAL0034067072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,540,734
Total liabilities (EOY)
$0
Net assets (EOY)
$14,540,734
Net assets (BOY)
$13,875,614

Income & contributions

Employer contributions
$246,649
Participant contributions
$492,890
Total contributions
$739,539
Total income / additions
$3,199,064

Expenses & distributions

Benefits paid
$2,528,875
Administrative expenses
$5,069
Total expenses
$2,533,944
Net increase / (decrease)
$665,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,069$02023

Related Form 5500 pages