2023 Form 5500 filing — Akili Interactive 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520073618NAL0001074641001) for Akili Interactive 401(K) Retirement Plan, reported by Akili Interactive Labs, Inc. under EIN 45-3990296 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240520073618NAL0001074641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akili Interactive Labs, Inc.
- EIN
- 45-3990296
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,612,912
- Net assets (EOY)
- $11,612,912
- Employer contributions
- $692,543
- Participant contributions
- $1,633,514
- Total income / additions
- $4,474,891
- Benefits paid
- $1,988,616
- Administrative expenses
- $3,950
- Total expenses
- $1,992,566
- Net increase / (decrease)
- $2,482,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | BROKER DEALER OF ADVISOR | not reported in the loaded dataset | $26,502 |
| Aegis Retirement Partners | THIRD PARTY ADMINISTRATOR | not reported in the loaded dataset | $5,118 |