2023 Form 5500 filing — Ancestry Retirement Savings And Investment 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 20240930111153NAL0005467313001) for Ancestry Retirement Savings And Investment Plan, reported by Ancestry.Com Operations Inc. under EIN 87-0392473 and plan number 001. It reports 2,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930111153NAL0005467313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ancestry.Com Operations Inc.
- EIN
- 87-0392473
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 2,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,597,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $189,597,388
- Employer contributions
- $5,087,193
- Participant contributions
- $15,005,019
- Total income / additions
- $50,774,190
- Benefits paid
- $11,818,655
- Administrative expenses
- $254,525
- Total expenses
- $12,102,990
- Net increase / (decrease)
- $38,671,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $161,985 | $0 |
| Capfinancial Partners LLC Dba Captr | OTHER | $65,686 | not reported in the loaded dataset |
| Bdo Usa, Llp | CONTRACT ADMIN | $26,854 | not reported in the loaded dataset |