Plan5500

2 Circle, Inc. 401(K) — Form 5500 plan (2 Circle Incorporated)

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, 2 Circle, Inc. 401(K) is a benefit plan reported by 2 Circle Incorporated under EIN 45-3989137 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $21,517,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
2 Circle Incorporated
EIN
45-3989137
Plan number
001
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
164
End-of-year plan assets
$21,517,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241016171729NAL0032101265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,517,492
Total liabilities (EOY)
$0
Net assets (EOY)
$21,517,492
Net assets (BOY)
$14,322,393

Income & contributions

Employer contributions
$2,247,734
Participant contributions
$2,587,673
Total contributions
$5,229,209
Total income / additions
$8,191,250

Expenses & distributions

Benefits paid
$921,927
Administrative expenses
$74,224
Total expenses
$996,151
Net increase / (decrease)
$7,195,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$74,224$02023
Osaic Wealth, Inc.OTHER SERVICES$0$19,3722023
Signature Estate Securities, Inc.OTHER SERVICES$0$7,0522023

Related Form 5500 pages