Revalize, Inc. 401(K) Plan — Form 5500 plan (Revalize Software, 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, Revalize, Inc. 401(K) Plan is a benefit plan reported by Revalize Software, Inc. under EIN 86-2876825 and plan number 002. The latest loaded filing year is 2023. The filing reports 493 participants and $23,073,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Revalize Software, Inc.
EIN
86-2876825
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
493
End-of-year plan assets
$23,073,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023493H, C20241014124426NAL0014942099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,073,529
Total liabilities (EOY)
$0
Net assets (EOY)
$23,073,529
Net assets (BOY)
$20,504,132

Income & contributions

Employer contributions
$449,410
Participant contributions
$1,470,410
Total contributions
$2,050,033
Total income / additions
$5,798,884

Expenses & distributions

Benefits paid
$3,161,242
Administrative expenses
$68,245
Total expenses
$3,229,487
Net increase / (decrease)
$2,569,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCFINANCIAL ADISOR$0$23,0772023
Retirement Solutions SpecialistsTPA$0$17,0342023

Related Form 5500 pages