Xifin, Inc. 401(K) Plan — Form 5500 plan (Xifin, 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, Xifin, Inc. 401(K) Plan is a benefit plan reported by Xifin, Inc. under EIN 33-0769145 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,000 participants and $54,774,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xifin, Inc.
- EIN
- 33-0769145
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,000
- End-of-year plan assets
- $54,774,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,000 | H, C | 20241015130417NAL0016448259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,774,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,774,154
- Net assets (BOY)
- $41,502,713
Income & contributions
- Employer contributions
- $1,662,392
- Participant contributions
- $5,568,808
- Total contributions
- $10,628,099
- Total income / additions
- $18,241,957
Expenses & distributions
- Benefits paid
- $4,749,980
- Administrative expenses
- $220,536
- Total expenses
- $4,970,516
- Net increase / (decrease)
- $13,271,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,687 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $84,034 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $0 | $40,525 | 2023 |
| Trombino Pension Administrators Inc | THIRD PARTY ADMINISTRATO | $13,849 | $14,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xifin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Trombino Pension Administrators Inc — Schedule C compensation