Original filing (PDF)20241015140518NAL0058019570001

SOLE Proprietor, Inc.

Name: SOLE Proprietor, Inc. — SOLE Proprietor, Inc. Profit, Form 5500 (2023)
Creator: SOLE Proprietor, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SOLE Proprietor, Inc. Profit Sharing Plan

401(k) retirement plan · SOLE Proprietor, Inc.'s SOLE Proprietor, Inc. Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

SOLE Proprietor, Inc.'s EIN is 04-2686584.

EIN 04-2686584

Plan number 001

Plan year 2023

ACK ID 20241015140518NAL0058019570001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SOLE Proprietor, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SOLE Proprietor, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOLE PROPRIETOR, INC..

Finding similar companies…

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SOLE PROPRIETOR, INC.

EIN

all filings

Address

118 HIGHLAND ST · WORCESTER, MA · 016092731

Phone

(508) 798-3474

Industry

Accommodation & Food Services

Plan administrator

Name

SOLE PROPRIETOR, INC.

EIN

04-2686584

City

WORCESTER, MA

Phone

(508) 798-3474

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

12 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
YOURPATH AM FUNDS 2010 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2015 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2020 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2025 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2030 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2035 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2040 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2045 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2050 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2055 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2060 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—
YOURPATH AM FUNDS 2065 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001	Pooled Separate Account	$0	—