Plan5500

Podium 401(K) Plan — Form 5500 plan (Podium Corporation, 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, Podium 401(K) Plan is a benefit plan reported by Podium Corporation, Inc. under EIN 47-1369982 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,274 participants and $29,177,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Podium Corporation, Inc.
EIN
47-1369982
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
1,274
End-of-year plan assets
$29,177,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,274H, C20241015102749NAL0048835504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,177,608
Total liabilities (EOY)
$0
Net assets (EOY)
$29,177,608
Net assets (BOY)
$24,101,471

Income & contributions

Employer contributions
$194,020
Participant contributions
$5,514,484
Total contributions
$6,468,747
Total income / additions
$10,872,951

Expenses & distributions

Benefits paid
$5,624,631
Administrative expenses
$140,818
Total expenses
$5,796,814
Net increase / (decrease)
$5,076,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$74,754$02023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$52,888not reported in the loaded dataset2023
Resources Investment Advisors, LLCINVESTMENT MGMT$13,176not reported in the loaded dataset2023

Related Form 5500 pages