Extreme Reach Inc. 401(K) Profit Sharing Plan Trust — Form 5500 plan (Extreme Reach 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, Extreme Reach Inc. 401(K) Profit Sharing Plan Trust is a benefit plan reported by Extreme Reach Inc. under EIN 26-0295932 and plan number 001. The latest loaded filing year is 2023. The filing reports 902 participants and $79,396,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Extreme Reach Inc.
- EIN
- 26-0295932
- Plan number
- 001
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 902
- End-of-year plan assets
- $79,396,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 902 | H, C | 20240723104310NAL0018040352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,396,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,396,686
- Net assets (BOY)
- $64,566,556
Income & contributions
- Employer contributions
- $1,311,447
- Participant contributions
- $5,833,215
- Total contributions
- $8,513,047
- Total income / additions
- $20,814,889
Expenses & distributions
- Benefits paid
- $5,828,582
- Administrative expenses
- $103,982
- Total expenses
- $5,984,759
- Net increase / (decrease)
- $14,830,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,982 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |