2023 Form 5500 filing — Paperless Inc. 401(K) Profit Sharing Plan & Trust
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 20240821141717NAL0002434899001) for Paperless Inc. 401(K) Profit Sharing Plan & Trust, reported by Paperless Inc. under EIN 26-3488606 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821141717NAL0002434899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paperless Inc.
- EIN
- 26-3488606
- Plan number
- 001
- Location
- New York, NY
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,862,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,862,225
- Employer contributions
- $383,425
- Participant contributions
- $903,827
- Total income / additions
- $3,151,352
- Benefits paid
- $275,246
- Administrative expenses
- $40,080
- Total expenses
- $315,326
- Net increase / (decrease)
- $2,836,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B.Riley Wealth Advisors Inc | ADVISOR | $22,430 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,938 | $0 |
| Leafhouse | INVESTMENT ADVISOR | $6,487 | not reported in the loaded dataset |