2023 Form 5500 filing — Celerity It 401(K) 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 20240919155754NAL0006408769001) for Celerity It 401(K) Plan, reported by Celerity It LLC under EIN 54-2060132 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919155754NAL0006408769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Celerity It LLC
- EIN
- 54-2060132
- Plan number
- 001
- Location
- Mclean, VA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $157,130
- Participant contributions
- $1,034,936
- Total income / additions
- $5,944,740
- Benefits paid
- $6,426,428
- Administrative expenses
- $95,625
- Total expenses
- $6,522,053
- Net increase / (decrease)
- -$577,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,055 | $0 |
| Usi Advisors Inc | ADVISOR | $37,570 | not reported in the loaded dataset |
| Frazier & Deeter | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |