Plan5500

Action Target, Inc. 401(K) Plan — Form 5500 plan (Action Target, 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, Action Target, Inc. 401(K) Plan is a benefit plan reported by Action Target, Inc. under EIN 26-2492705 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $9,144,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Action Target, Inc.
EIN
26-2492705
Plan number
001
Plan type
2
Location
Provo, UT
Latest filing year
2023
Participants
214
End-of-year plan assets
$9,144,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241015100217NAL0028005521002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,144,031
Net assets (EOY)
$9,144,031
Net assets (BOY)
$7,220,804

Income & contributions

Employer contributions
$295,123
Participant contributions
$648,211
Total contributions
$1,155,114
Total income / additions
$2,601,393

Expenses & distributions

Benefits paid
$613,833
Administrative expenses
$57,250
Total expenses
$678,166
Net increase / (decrease)
$1,923,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$25,499$02023
Global Retirement Partners LLCINVESTMENT ADVISORY- PLAN$19,251not reported in the loaded dataset2023
WsrpAUDITOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages