Plan5500

Square-H Brands, Inc. 401(K) Plan — Form 5500 plan (Square-H Brands, 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, Square-H Brands, Inc. 401(K) Plan is a benefit plan reported by Square-H Brands, Inc. under EIN 95-4539403 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $5,963,387 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Square-H Brands, Inc.
EIN
95-4539403
Plan number
001
Plan type
2
Location
Vernon, CA
Latest filing year
2023
Participants
152
End-of-year plan assets
$5,963,387

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241009200618NAL0019897617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,963,387
Total liabilities (EOY)
$0
Net assets (EOY)
$5,963,387
Net assets (BOY)
$5,020,130

Income & contributions

Employer contributions
$98,194
Participant contributions
$488,614
Total contributions
$606,843
Total income / additions
$1,452,177

Expenses & distributions

Benefits paid
$473,522
Administrative expenses
$35,398
Total expenses
$508,920
Net increase / (decrease)
$943,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,868$02023
Raymond James & Associates IncADVISOR$12,530not reported in the loaded dataset2023

Related Form 5500 pages