2023 Form 5500 filing — Movate Inc. 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 20240930132318NAL0003268435001) for Movate Inc. 401(K) Plan, reported by Movate Inc. under EIN 91-2006027 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.1MReported net assets$4,143,998
Participants662
Provider compensation$80.6K2 Schedule C row(s)$80,569
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930132318NAL0003268435001
- Plan sponsor
- Movate Inc.
- EIN
- 91-2006027
- Plan number
- 001
- Location
- Plano, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.2M total assets
Net assets$4.1MLiabilities$58.1K
Full reported line items
- Total assets (EOY)
- $4,202,070
- Total liabilities (EOY)
- $58,072
- Net assets (EOY)
- $4,143,998
- Participant contributions
- $999,107
- Total income / additions
- $1,647,056
- Benefits paid
- $408,197
- Administrative expenses
- $80,570
- Total expenses
- $488,767
- Net increase / (decrease)
- $1,158,289
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $63,637 | $0 |
| Wick Capital Partners | NONE | $16,932 | not reported in the loaded dataset |