Fathom Seo, LLC 401(K) Plan — Form 5500 plan (Fathom Seo, LLC)

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, Fathom Seo, LLC 401(K) Plan is a benefit plan reported by Fathom Seo, LLC under EIN 35-2257489 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $7,820,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fathom Seo, LLC
EIN
35-2257489
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
167
End-of-year plan assets
$7,820,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014091629NAL0045436688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,820,605
Total liabilities (EOY)
$0
Net assets (EOY)
$7,820,605
Net assets (BOY)
$6,356,017

Income & contributions

Employer contributions
$142,514
Participant contributions
$661,403
Total contributions
$1,138,606
Total income / additions
$2,470,866

Expenses & distributions

Benefits paid
$954,976
Administrative expenses
$51,302
Total expenses
$1,006,278
Net increase / (decrease)
$1,464,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,301$02023
Ancora Retirement Plan Advisors IncINVESTMENT ADVISORY$0$24,9152023

Related Form 5500 pages