Civicactions, Inc. 401(K) Plan — Form 5500 plan (Civicactions, 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, Civicactions, Inc. 401(K) Plan is a benefit plan reported by Civicactions, Inc. under EIN 27-1709598 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $9,200,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Civicactions, Inc.
EIN
27-1709598
Plan number
001
Plan type
2
Location
Lafayette, CA
Latest filing year
2023
Participants
183
End-of-year plan assets
$9,200,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20250428121552NAL0012234193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,200,008
Total liabilities (EOY)
$0
Net assets (EOY)
$9,200,008
Net assets (BOY)
$6,512,130

Income & contributions

Employer contributions
$935,597
Participant contributions
$1,113,563
Total contributions
$2,049,966
Total income / additions
$3,341,519

Expenses & distributions

Benefits paid
$639,042
Administrative expenses
$11,685
Total expenses
$653,641
Net increase / (decrease)
$2,687,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business ServicesRECORDKEEPING & TPA$11,685not reported in the loaded dataset2023

Related Form 5500 pages