2023 Form 5500 filing — Recorded Future 401k 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 20241011140811NAL0012573763001) for Recorded Future 401k Plan, reported by Recorded Future, Inc. under EIN 26-2428801 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140811NAL0012573763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Recorded Future, Inc.
- EIN
- 26-2428801
- Plan number
- 001
- Location
- Somerville, MA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,587,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,587,174
- Employer contributions
- $2,126,312
- Participant contributions
- $7,793,211
- Total income / additions
- $17,559,504
- Benefits paid
- $4,068,317
- Administrative expenses
- $101,928
- Total expenses
- $4,170,245
- Net increase / (decrease)
- $13,389,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $81,387 | $0 |
| Commonwealth Equity Services, Inc. | INVESTMENT ADVISOR | $58,483 | not reported in the loaded dataset |
| The Angell Pension Group | TPA | $6,180 | $14,136 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,523 | not reported in the loaded dataset |