2023 Form 5500 filing — Podium 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 20241015102749NAL0048835504001) for Podium 401(K) Plan, reported by Podium Corporation, Inc. under EIN 47-1369982 and plan number 001. It reports 1,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102749NAL0048835504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Podium Corporation, Inc.
- EIN
- 47-1369982
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 1,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,177,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,177,608
- Employer contributions
- $194,020
- Participant contributions
- $5,514,484
- Total income / additions
- $10,872,951
- Benefits paid
- $5,624,631
- Administrative expenses
- $140,818
- Total expenses
- $5,796,814
- Net increase / (decrease)
- $5,076,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,754 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $52,888 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $13,176 | not reported in the loaded dataset |