2023 Form 5500 filing — Action Target, Inc. 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 20241015100217NAL0028005521002) for Action Target, Inc. 401(K) Plan, reported by Action Target, Inc. under EIN 26-2492705 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100217NAL0028005521002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Action Target, Inc.
- EIN
- 26-2492705
- Plan number
- 001
- Location
- Provo, UT
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,144,031
- Net assets (EOY)
- $9,144,031
- Employer contributions
- $295,123
- Participant contributions
- $648,211
- Total income / additions
- $2,601,393
- Benefits paid
- $613,833
- Administrative expenses
- $57,250
- Total expenses
- $678,166
- Net increase / (decrease)
- $1,923,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $25,499 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY- PLAN | $19,251 | not reported in the loaded dataset |
| Wsrp | AUDITOR | $12,500 | not reported in the loaded dataset |