2023 Form 5500 filing — Intertrust Technologies Corporation 401(K) Savings 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 20240717110006NAL0002313395001) for Intertrust Technologies Corporation 401(K) Savings Plan, reported by Intertrust Technologies Corporation under EIN 52-1672106 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717110006NAL0002313395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intertrust Technologies Corporation
- EIN
- 52-1672106
- Plan number
- 001
- Location
- Berkeley, CA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,822,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,822,710
- Employer contributions
- $0
- Participant contributions
- $949,975
- Total income / additions
- $4,132,563
- Benefits paid
- $1,218,648
- Administrative expenses
- $55,305
- Total expenses
- $1,273,953
- Net increase / (decrease)
- $2,858,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management Inc | ADVISOR | $26,781 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,027 | $0 |