Moneylion, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Moneylion, 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, Moneylion, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Moneylion, Inc. under EIN 46-4036860 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $13,829,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moneylion, Inc.
- EIN
- 46-4036860
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $13,829,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241014143218NAL0027568449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,829,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,829,000
- Net assets (BOY)
- $6,277,535
Income & contributions
- Employer contributions
- $1,388,402
- Participant contributions
- $2,783,688
- Total contributions
- $5,152,828
- Total income / additions
- $7,046,119
Expenses & distributions
- Benefits paid
- $2,077,848
- Administrative expenses
- $76,090
- Total expenses
- $2,169,520
- Net increase / (decrease)
- $4,876,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $33,108 | $6,802 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,639 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $11,343 | $4,287 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moneylion, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Global Ba — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation