Plan5500

Xad, Inc. 401(K) Plan — Form 5500 plan (Xad, 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, Xad, Inc. 401(K) Plan is a benefit plan reported by Xad, Inc. under EIN 33-0942669 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $24,712,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xad, Inc.
EIN
33-0942669
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
413
End-of-year plan assets
$24,712,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20240930113349NAL0009315168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,712,976
Total liabilities (EOY)
$0
Net assets (EOY)
$24,712,976
Net assets (BOY)
$18,712,142

Income & contributions

Employer contributions
$706,554
Participant contributions
$2,971,177
Total contributions
$3,838,343
Total income / additions
$7,867,636

Expenses & distributions

Benefits paid
$1,791,299
Administrative expenses
$73,060
Total expenses
$1,866,802
Net increase / (decrease)
$6,000,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newfront Retirement Services IncADVISOR$37,830not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$35,230not reported in the loaded dataset2023

Related Form 5500 pages