2023 Form 5500 filing — Power Advocate, Inc. 401k 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 20241002102145NAL0003946483001) for Power Advocate, Inc. 401k Plan, reported by Power Advocate, Inc. under EIN 74-2951692 and plan number 001. It reports 321 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)$29.3MReported net assets$29,286,022

Participants321

Provider compensation$7692 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002102145NAL0003946483001
Plan sponsor: Power Advocate, Inc.
EIN: 74-2951692
Plan number: 001
Location: Boston, MA
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)$29.3M total assets

Net assets$29.3MLiabilities$0

Money in vs. money out

Total income / additions$9.9M

Total expenses$4.3M

Benefits paid / distributions$4.3M

Contributions

Employer$1.6M

Participant$2.7M

Full reported line items

Total assets (EOY): $29,286,022
Total liabilities (EOY): $0
Net assets (EOY): $29,286,022
Employer contributions: $1,600,766
Participant contributions: $2,674,633
Total income / additions: $9,895,410
Benefits paid: $4,294,323
Administrative expenses: $769
Total expenses: $4,295,092
Net increase / (decrease): $5,600,318

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$769
RECORDKEEPER · Direct $769 · Indirect $0
2
Morgan Stanley Smith Barney$0
ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002102145NAL0003946483001 cover?: It is the 2023 Form 5500 filing for Power Advocate, Inc. 401k Plan, reported by Power Advocate, Inc. (EIN 74-2951692).
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).