2023 Form 5500 filing — Extensis Group Retirement Savings 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 20241015193643NAL0030770913001) for Extensis Group Retirement Savings Plan, reported by Extensis Group, LLC under EIN 86-1064991 and plan number 333. It reports 9,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193643NAL0030770913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Extensis Group, LLC
- EIN
- 86-1064991
- Plan number
- 333
- Location
- Woodbridge, NJ
- Participants
- 9,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,595,713
- Net assets (EOY)
- $475,595,713
- Employer contributions
- $20,187,528
- Participant contributions
- $52,462,268
- Total income / additions
- $150,238,839
- Benefits paid
- $35,842,458
- Administrative expenses
- $691,994
- Total expenses
- $36,656,735
- Net increase / (decrease)
- $113,582,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $615,994 | $0 |
| Merrill Lynch | INVESTMENT ADVISORY | $76,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $166 | $0 |