Supplyone 401(K) Plan — Form 5500 plan (Supplyone, 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, Supplyone 401(K) Plan is a benefit plan reported by Supplyone, Inc. under EIN 23-2979403 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,784 participants and $85,086,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Supplyone, Inc.
- EIN
- 23-2979403
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 1,784
- End-of-year plan assets
- $85,086,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,784 | H, C | 20241015153504NAL0050216912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,086,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,086,428
- Net assets (BOY)
- $71,659,059
Income & contributions
- Employer contributions
- $2,932,878
- Participant contributions
- $6,498,220
- Total contributions
- $9,858,345
- Total income / additions
- $21,265,385
Expenses & distributions
- Benefits paid
- $7,385,828
- Administrative expenses
- $194,729
- Total expenses
- $7,838,016
- Net increase / (decrease)
- $13,427,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $106,101 | $0 | 2023 |
| Kathmere Capital Management LLC | INVESTMENT ADVISOR | $73,494 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,134 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $90 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $50 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Supplyone, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown Square, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Kathmere Capital Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation