2023 Form 5500 filing — 3form 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 20241010184222NAL0041218882001) for 3form 401(K) Plan, reported by 3form LLC under EIN 46-3882269 and plan number 001. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184222NAL0041218882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 3form LLC
- EIN
- 46-3882269
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,800,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,800,916
- Employer contributions
- $1,094,340
- Participant contributions
- $2,071,032
- Total income / additions
- $7,854,883
- Benefits paid
- $2,773,120
- Administrative expenses
- $137,306
- Total expenses
- $2,910,426
- Net increase / (decrease)
- $4,944,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $56,653 | $0 |
| Raymond James And Associates | ADVISOR | $24,875 | not reported in the loaded dataset |
| Tanner Accountants & Advisors | AUDITOR | $13,567 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | ADVISOR | $7,473 | not reported in the loaded dataset |