Addium 401(K) Plan — Form 5500 plan (Addium, 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, Addium 401(K) Plan is a benefit plan reported by Addium, Inc. under EIN 91-1207832 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $18,187,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Addium, Inc.
- EIN
- 91-1207832
- Plan number
- 001
- Plan type
- 2
- Location
- Pullman, WA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $18,187,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241011134048NAL0010978307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,187,173
- Total liabilities (EOY)
- $22,545
- Net assets (EOY)
- $18,164,628
- Net assets (BOY)
- $14,469,282
Income & contributions
- Employer contributions
- $370,799
- Participant contributions
- $911,730
- Total contributions
- $1,398,237
- Total income / additions
- $4,662,706
Expenses & distributions
- Benefits paid
- $878,665
- Administrative expenses
- $88,695
- Total expenses
- $967,360
- Net increase / (decrease)
- $3,695,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | CUSTODIAL | $38,995 | not reported in the loaded dataset | 2023 |
| D.A. Davidson & Co | ADVISOR | $38,181 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | THIRD PARTY ADMINISTRATI | $11,339 | not reported in the loaded dataset | 2023 |
| Charles Schwab | CUSTODIAL | $3,337 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management, Inc | BROKER COMMISSION | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Addium, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Pullman, WA
- Stancorp Financial Group — Schedule C compensation
- D.A. Davidson & Co — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Mercer Investment Management, Inc — Schedule C compensation