2023 Form 5500 filing — Definiti 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 20241009094049NAL0010491555002) for Definiti 401(K) Plan, reported by Definiti LLC under EIN 85-0833363 and plan number 001. It reports 284 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)$22.6MReported net assets$22,598,740

Participants284

Provider compensation$31.9K1 Schedule C row(s)$31,914

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009094049NAL0010491555002
Plan sponsor: Definiti LLC
EIN: 85-0833363
Plan number: 001
Location: Erie, PA
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)$22.6M total assets

Net assets$22.6MLiabilities—

Money in vs. money out

Total income / additions$8M

Total expenses$4.8M

Benefits paid / distributions$4.8M

Contributions

Employer$801.8K

Participant$2.3M

Full reported line items

Total assets (EOY): $22,598,740
Net assets (EOY): $22,598,740
Employer contributions: $801,834
Participant contributions: $2,334,752
Total income / additions: $8,049,093
Benefits paid: $4,785,128
Administrative expenses: $31,914
Total expenses: $4,841,658
Net increase / (decrease): $3,207,435

Schedule C

Reported service provider compensation

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

1
John Hancock Retirement Plan Servic$31.9K
SERVICE PROVIDER · Direct $31.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009094049NAL0010491555002 cover?: It is the 2023 Form 5500 filing for Definiti 401(K) Plan, reported by Definiti LLC (EIN 85-0833363).
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).