2023 Form 5500 filing — Social Impact, Inc. 401(K) 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 20240718090100NAL0005514833001) for Social Impact, Inc. 401(K) Plan, reported by Social Impact, Inc. under EIN 54-1795186 and plan number 001. It reports 187 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)$10MReported net assets$9,955,480
Participants187
Provider compensation$6881 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718090100NAL0005514833001
Plan sponsor
Social Impact, Inc.
EIN
54-1795186
Plan number
001
Location
Arlington, VA
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.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$633.9K
Benefits paid / distributions$572.8K
Contributions
Employer$413.1K
Participant$856.1K
Full reported line items
Total assets (EOY)
$9,955,480
Total liabilities (EOY)
$0
Net assets (EOY)
$9,955,480
Employer contributions
$413,073
Participant contributions
$856,100
Total income / additions
$2,862,829
Benefits paid
$572,768
Administrative expenses
$59,983
Total expenses
$633,877
Net increase / (decrease)
$2,228,952
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $0 · Indirect $688

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718090100NAL0005514833001 cover?
It is the 2023 Form 5500 filing for Social Impact, Inc. 401(K) Plan, reported by Social Impact, Inc. (EIN 54-1795186).
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).

Related Form 5500 pages