Docufree Corporation 401(K) Plan — Form 5500 plan (Docufree Corporation)
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, Docufree Corporation 401(K) Plan is a benefit plan reported by Docufree Corporation under EIN 58-2483016 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $5,248,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Docufree Corporation
- EIN
- 58-2483016
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $5,248,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241114143737NAL0020434529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,248,346
- Net assets (EOY)
- $5,248,346
- Net assets (BOY)
- $3,365,406
Income & contributions
- Employer contributions
- $200,617
- Participant contributions
- $360,586
- Total contributions
- $1,424,015
- Total income / additions
- $2,111,183
Expenses & distributions
- Benefits paid
- $221,318
- Administrative expenses
- $6,925
- Total expenses
- $228,243
- Net increase / (decrease)
- $1,882,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $4,175 | $0 | 2023 |
| Retirement Plan Administrators, LLC | RECORDKEEPER | $2,750 | $0 | 2023 |