The Motley Fool Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Motley Fool Holdings, Inc. (EIN 26-3335778) is a plan sponsor located in Alexandria, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3335778
Location
Alexandria, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$142,884,170
Total reported net assets (EOY)
$142,884,170

Contributions & income

Employer contributions
$3,831,092
Participant contributions
$8,040,207
Total income / additions
$39,344,656

Expenses & distributions

Benefits paid / distributions
$6,263,781
Total expenses
$6,365,330
Net increase / (decrease)
$32,979,326

Coverage

Total reported participants
1,254
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Motley Fool Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Motley Fool Holdings, Inc. 401(K) Plan001673$142,884,1702023
The Motley Fool Holdings, Inc. Health And Welfare Plan503581not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Motley Fool Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023The Motley Fool Holdings, Inc. Health And Welfare Plan58120240702142038NAL0005101921001
2023The Motley Fool Holdings, Inc. 401(K) Plan673H, C20240919085906NAL0005863937002

Related Form 5500 pages