Plan5500

Idealab 401(K) Plan — Form 5500 plan (Idealab)

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, Idealab 401(K) Plan is a benefit plan reported by Idealab under EIN 95-4569774 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $14,928,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Idealab
EIN
95-4569774
Plan number
001
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
144
End-of-year plan assets
$14,928,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241015131232NAL0048063024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,928,335
Total liabilities (EOY)
$140,960
Net assets (EOY)
$14,787,375
Net assets (BOY)
$14,307,413

Income & contributions

Employer contributions
$0
Participant contributions
$313,086
Total contributions
$313,086
Total income / additions
$2,727,302

Expenses & distributions

Benefits paid
$1,462,454
Administrative expenses
$1,870
Total expenses
$1,605,284
Net increase / (decrease)
$1,122,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oakwood Capital Securities, IncAUDITOR$0$25,4002023
Kestra Investment Services LLCBROKER$0$8,4352023
Truog-Ryding Company IncCONTRACT ADMINISTRATOR$0$5,0002023
Empower Advisory Group,LLCINVESTMENT MGMT$3,942not reported in the loaded dataset2023

Related Form 5500 pages