2023 Form 5500 filing — 97th Floor 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 20240727220020NAL0027731296001) for 97th Floor 401(K) Plan, reported by 97th Floor under EIN 54-2186389 and plan number 001. It reports 277 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)$3.1MReported net assets$3,101,108
Participants277
Provider compensation$9.8K1 Schedule C row(s)$9,801
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240727220020NAL0027731296001
Plan sponsor
97th Floor
EIN
54-2186389
Plan number
001
Location
Lehi, UT
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$369.2K
Benefits paid / distributions$305K
Contributions
Employer$202.8K
Participant$364.2K
Full reported line items
Total assets (EOY)
$3,101,108
Total liabilities (EOY)
$0
Net assets (EOY)
$3,101,108
Employer contributions
$202,778
Participant contributions
$364,189
Total income / additions
$1,194,184
Benefits paid
$305,017
Administrative expenses
$9,801
Total expenses
$369,236
Net increase / (decrease)
$824,948
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240727220020NAL0027731296001 cover?
It is the 2023 Form 5500 filing for 97th Floor 401(K) Plan, reported by 97th Floor (EIN 54-2186389).
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