2023 Form 5500 filing — Filevine 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 20241002105803NAL0003963283001) for Filevine 401(K) Plan, reported by Filevine, Inc. under EIN 82-1960713 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105803NAL0003963283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Filevine, Inc.
- EIN
- 82-1960713
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,532,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,532,882
- Employer contributions
- $3,161
- Participant contributions
- $1,941,991
- Total income / additions
- $3,674,682
- Benefits paid
- $1,310,817
- Administrative expenses
- $26,542
- Total expenses
- $1,354,492
- Net increase / (decrease)
- $2,320,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401(K) Plans Inc | CONTRACT ADMIN | $9,219 | $0 |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,359 | $0 |
| Global Retirement Partners | RIA | $5,586 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $272 | $500 |