247.Ai, Inc. 401(K) Plan — Form 5500 plan (24 7.Ai, 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, 247.Ai, Inc. 401(K) Plan is a benefit plan reported by 24 7.Ai, Inc. under EIN 94-3359939 and plan number 002. The latest loaded filing year is 2023. The filing reports 607 participants and $31,511,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
24 7.Ai, Inc.
EIN
94-3359939
Plan number
002
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
607
End-of-year plan assets
$31,511,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023607H, C20241015140825NAL0058033090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,511,189
Total liabilities (EOY)
$0
Net assets (EOY)
$31,511,189
Net assets (BOY)
$27,116,836

Income & contributions

Employer contributions
$0
Participant contributions
$1,858,972
Total contributions
$1,954,152
Total income / additions
$7,482,442

Expenses & distributions

Benefits paid
$2,980,623
Administrative expenses
$89,997
Total expenses
$3,088,089
Net increase / (decrease)
$4,394,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$49,535$02023
Three Bell CapitalADVISOR$37,239not reported in the loaded dataset2023

Related Form 5500 pages