2023 Form 5500 filing — Addium 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 20241011134048NAL0010978307001) for Addium 401(K) Plan, reported by Addium, Inc. under EIN 91-1207832 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134048NAL0010978307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Addium, Inc.
- EIN
- 91-1207832
- Plan number
- 001
- Location
- Pullman, WA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,187,173
- Total liabilities (EOY)
- $22,545
- Net assets (EOY)
- $18,164,628
- Employer contributions
- $370,799
- Participant contributions
- $911,730
- Total income / additions
- $4,662,706
- Benefits paid
- $878,665
- Administrative expenses
- $88,695
- Total expenses
- $967,360
- Net increase / (decrease)
- $3,695,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | CUSTODIAL | $38,995 | not reported in the loaded dataset |
| D.A. Davidson & Co | ADVISOR | $38,181 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | THIRD PARTY ADMINISTRATI | $11,339 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAL | $3,337 | not reported in the loaded dataset |
| Mercer Investment Management, Inc | BROKER COMMISSION | $0 | not reported in the loaded dataset |