3form 401(K) Plan — Form 5500 plan (3form 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, 3form 401(K) Plan is a benefit plan reported by 3form LLC under EIN 46-3882269 and plan number 001. The latest loaded filing year is 2023. The filing reports 739 participants and $29,800,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 3form LLC
- EIN
- 46-3882269
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $29,800,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20241010184222NAL0041218882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,800,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,800,916
- Net assets (BOY)
- $24,856,459
Income & contributions
- Employer contributions
- $1,094,340
- Participant contributions
- $2,071,032
- Total contributions
- $3,371,050
- Total income / additions
- $7,854,883
Expenses & distributions
- Benefits paid
- $2,773,120
- Administrative expenses
- $137,306
- Total expenses
- $2,910,426
- Net increase / (decrease)
- $4,944,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $56,653 | $0 | 2023 |
| Raymond James And Associates | ADVISOR | $24,875 | not reported in the loaded dataset | 2023 |
| Tanner Accountants & Advisors | AUDITOR | $13,567 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | ADVISOR | $7,473 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 3form LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Newport Group, Inc. — Schedule C compensation
- Raymond James And Associates — Schedule C compensation
- Tanner Accountants & Advisors — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation