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, Predictive Index Retirement Trust Plan is a benefit plan reported by Predictive Index, LLC under EIN 61-1748187 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $24,162,573 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,162,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,162,573
- Net assets (BOY)
- $16,693,859
Income & contributions
- Employer contributions
- $2,413,367
- Participant contributions
- $2,413,992
- Total contributions
- $5,209,715
- Total income / additions
- $9,229,110
Expenses & distributions
- Benefits paid
- $1,769,882
- Administrative expenses
- $425
- Total expenses
- $1,760,396
- Net increase / (decrease)
- $7,468,714