2023 Form 5500 filing — Experity 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 20241011140456NAL0010997747001) for Experity 401(K) Plan, reported by Experity, Inc. under EIN 41-2016532 and plan number 001. It reports 864 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140456NAL0010997747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Experity, Inc.
- EIN
- 41-2016532
- Plan number
- 001
- Location
- Machesney Park, IL
- Participants
- 864
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,179,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,179,185
- Employer contributions
- $1,788,539
- Participant contributions
- $3,502,224
- Total income / additions
- $12,644,992
- Benefits paid
- $2,463,550
- Administrative expenses
- $13,417
- Total expenses
- $2,477,300
- Net increase / (decrease)
- $10,167,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $13,417 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $7,947 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |