2023 Form 5500 filing — Filevine 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 20241002105803NAL0003963283001) for Filevine 401(K) Plan, reported by Filevine, Inc. under EIN 82-1960713 and plan number 001. It reports 411 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)$7.5MReported net assets$7,532,882
Participants411
Provider compensation$21.9K4 Schedule C row(s)$21,936
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002105803NAL0003963283001
- Plan sponsor
- Filevine, Inc.
- EIN
- 82-1960713
- Plan number
- 001
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,532,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,532,882
- Employer contributions
- $3,161
- Participant contributions
- $1,941,991
- Total income / additions
- $3,674,682
- Benefits paid
- $1,310,817
- Administrative expenses
- $26,542
- Total expenses
- $1,354,492
- Net increase / (decrease)
- $2,320,190
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401(K) Plans Inc | CONTRACT ADMIN | $9,219 | $0 |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,359 | $0 |
| Global Retirement Partners | RIA | $5,586 | $0 |
| John Hancock Life Insurance Co | RECORDKEEPER | $272 | $500 |