S & G Discount Outlet Inc. 401k Savings Plan — Form 5500 plan (S & G Discount Outlet 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, S & G Discount Outlet Inc. 401k Savings Plan is a benefit plan reported by S & G Discount Outlet Inc. under EIN 94-1698156 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $6,144,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S & G Discount Outlet Inc.
- EIN
- 94-1698156
- Plan number
- 002
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $6,144,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241101050447NAL0004258864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,144,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,144,870
- Net assets (BOY)
- $6,204,097
Income & contributions
- Participant contributions
- $498,910
- Total contributions
- $498,910
- Total income / additions
- $1,457,034
Expenses & distributions
- Benefits paid
- $1,454,880
- Administrative expenses
- $47,264
- Total expenses
- $1,516,261
- Net increase / (decrease)
- -$59,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $27,900 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $19,363 | $0 | 2023 |