Folium, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Folium, Inc.)
Plain-English plan 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, Folium, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Folium, Inc. under EIN 23-2205138 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $10,446,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Folium, Inc.
- EIN
- 23-2205138
- Plan number
- 001
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $10,446,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20250122161726NAL0005148113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,446,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,446,277
- Net assets (BOY)
- $8,425,255
Income & contributions
- Employer contributions
- $709,949
- Participant contributions
- $639,896
- Total contributions
- $1,354,835
- Total income / additions
- $2,716,102
Expenses & distributions
- Benefits paid
- $631,570
- Administrative expenses
- $61,998
- Total expenses
- $695,080
- Net increase / (decrease)
- $2,021,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $47,629 | $0 | 2023 |
| Cambridge Investment Research Inc. | BROKER/ADVISOR | $0 | $25,531 | 2023 |
| Smith Elliott Kearns & Company, LLC | N/A | $20,417 | $0 | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MANAGER | $6,373 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Folium, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chambersburg, PA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cambridge Investment Research Inc. — Schedule C compensation
- Smith Elliott Kearns & Company, LLC — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation