2023 Form 5500 filing — The Motley Fool Holdings, 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 20240919085906NAL0005863937002) for The Motley Fool Holdings, Inc. 401(K) Plan, reported by The Motley Fool Holdings, Inc. under EIN 26-3335778 and plan number 001. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919085906NAL0005863937002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Motley Fool Holdings, Inc.
- EIN
- 26-3335778
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,884,170
- Net assets (EOY)
- $142,884,170
- Employer contributions
- $3,831,092
- Participant contributions
- $8,040,207
- Total income / additions
- $39,344,656
- Benefits paid
- $6,263,781
- Administrative expenses
- $79,683
- Total expenses
- $6,365,330
- Net increase / (decrease)
- $32,979,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $63,583 | not reported in the loaded dataset |
| Hughes Pittman And Gupton, Llp | NONE | $16,100 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $676 | $0 |