Filevine 401(K) Plan — Form 5500 plan (Filevine, 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, Filevine 401(K) Plan is a benefit plan reported by Filevine, Inc. under EIN 82-1960713 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $7,532,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Filevine, Inc.
- EIN
- 82-1960713
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $7,532,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241002105803NAL0003963283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,532,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,532,882
- Net assets (BOY)
- $5,212,692
Income & contributions
- Employer contributions
- $3,161
- Participant contributions
- $1,941,991
- Total contributions
- $2,436,179
- Total income / additions
- $3,674,682
Expenses & distributions
- Benefits paid
- $1,310,817
- Administrative expenses
- $26,542
- Total expenses
- $1,354,492
- Net increase / (decrease)
- $2,320,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United 401(K) Plans Inc | CONTRACT ADMIN | $9,219 | $0 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,359 | $0 | 2023 |
| Global Retirement Partners | RIA | $5,586 | $0 | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $272 | $500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Filevine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- United 401(K) Plans Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation