2023 Form 5500 filing — Interfolio 401k P/S Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240308091120NAL0029645841001) for Interfolio 401k P/S Plan, reported by Interfolio, Inc. under EIN 54-1949996 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants161

Provider compensation$1.8K1 Schedule C row(s)$1,842

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240308091120NAL0029645841001
Plan sponsor: Interfolio, Inc.
EIN: 54-1949996
Plan number: 001
Location: Washington, DC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$191.9K

Total expenses$139.8K

Benefits paid / distributions$137.9K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Total income / additions: $191,945
Benefits paid: $137,868
Administrative expenses: $1,935
Total expenses: $139,803
Net increase / (decrease): $52,142

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Voya Retirement Insurance & Annuity$1.8K
SERVICE PROVIDER · Direct $1.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240308091120NAL0029645841001 cover?: It is the 2023 Form 5500 filing for Interfolio 401k P/S Plan, reported by Interfolio, Inc. (EIN 54-1949996).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).