2023 Form 5500 filing — Signature Analytics, LLC 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 20241011112554NAL0010863267001) for Signature Analytics, LLC 401(K) Plan, reported by Signature Analytics, LLC under EIN 20-5623459 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112554NAL0010863267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Signature Analytics, LLC
- EIN
- 20-5623459
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,521,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,521,232
- Employer contributions
- $98,073
- Participant contributions
- $432,768
- Total income / additions
- $1,283,636
- Benefits paid
- $705,725
- Administrative expenses
- $20,127
- Total expenses
- $725,852
- Net increase / (decrease)
- $557,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $11,391 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,812 | $0 |