2023 Form 5500 filing — Akeela, 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 20240828122837NAL0006798083001) for Akeela, Inc. 401(K) Plan, reported by Akeela, Inc. under EIN 92-0046154 and plan number 001. It reports 151 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)$3.7MReported net assets$3,688,063
Participants151
Provider compensation$19.4K2 Schedule C row(s)$19,447
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828122837NAL0006798083001
Plan sponsor
Akeela, Inc.
EIN
92-0046154
Plan number
001
Location
Anchorage, AK
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)$3.7M total assets
Net assets$3.7MLiabilities$78
Money in vs. money out
Total income / additions$1M
Total expenses$379.3K
Benefits paid / distributions$343.6K
Contributions
Employer$168.8K
Participant$270.1K
Full reported line items
Total assets (EOY)
$3,688,141
Total liabilities (EOY)
$78
Net assets (EOY)
$3,688,063
Employer contributions
$168,777
Participant contributions
$270,057
Total income / additions
$1,047,778
Benefits paid
$343,634
Administrative expenses
$35,706
Total expenses
$379,340
Net increase / (decrease)
$668,438
Schedule C

Reported service provider compensation

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

  1. 1
    RGSTRD INV. ADVISOR · Direct $13.1K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $6.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828122837NAL0006798083001 cover?
It is the 2023 Form 5500 filing for Akeela, Inc. 401(K) Plan, reported by Akeela, Inc. (EIN 92-0046154).
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