2023 Form 5500 filing — Data Intensity LLC 401(K) Retirement 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 20241011121659NAL0012471667001) for Data Intensity LLC 401(K) Retirement Plan, reported by Data Intensity LLC under EIN 04-3567891 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121659NAL0012471667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Data Intensity LLC
- EIN
- 04-3567891
- Plan number
- 001
- Location
- Covington, KY
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,212,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,212,787
- Employer contributions
- $170,188
- Participant contributions
- $805,136
- Total income / additions
- $2,167,441
- Benefits paid
- $1,709,731
- Administrative expenses
- $68,105
- Total expenses
- $1,777,836
- Net increase / (decrease)
- $389,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of Am | CONTRACT ADMINSTRATOR | $48,127 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,710 | $0 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $7,268 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |