2023 Form 5500 filing — Imply Data, 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 20240927165349NAL0004124544001) for Imply Data, Inc. 401(K) Plan, reported by Imply Data, Inc. under EIN 47-4357198 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927165349NAL0004124544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imply Data, Inc.
- EIN
- 47-4357198
- Plan number
- 001
- Location
- Burlingame, CA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,522,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,522,098
- Employer contributions
- $0
- Participant contributions
- $2,201,745
- Total income / additions
- $4,345,721
- Benefits paid
- $1,408,679
- Administrative expenses
- $43,774
- Total expenses
- $1,453,413
- Net increase / (decrease)
- $2,892,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Precept Advisory Group | ADVISOR | $25,142 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,614 | $0 |