2023 Form 5500 filing — Signature Analytics, LLC 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 20241011112554NAL0010863267001) for Signature Analytics, LLC 401(K) Plan, reported by Signature Analytics, LLC under EIN 20-5623459 and plan number 002. It reports 138 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)$3.5MReported net assets$3,521,232
Participants138
Provider compensation$20.2K2 Schedule C row(s)$20,203
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011112554NAL0010863267001
Plan sponsor
Signature Analytics, LLC
EIN
20-5623459
Plan number
002
Location
San Diego, CA
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$725.9K
Benefits paid / distributions$705.7K
Contributions
Employer$98.1K
Participant$432.8K
Full reported line items
Total assets (EOY)
$3,521,232
Total liabilities (EOY)
$0
Net assets (EOY)
$3,521,232
Employer contributions
$98,073
Participant contributions
$432,768
Total income / additions
$1,283,636
Benefits paid
$705,725
Administrative expenses
$20,127
Total expenses
$725,852
Net increase / (decrease)
$557,784

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cambridge Investment GroupINVESTMENT ADVISOR$11,391not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$8,812$0

Related Form 5500 pages