2023 Form 5500 filing — Likewize Corp. 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 20241011162103NAL0011167811001) for Likewize Corp. 401(K) Plan, reported by Likewize Corp. under EIN 33-0774267 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162103NAL0011167811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Likewize Corp.
- EIN
- 33-0774267
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,843,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,843,049
- Employer contributions
- $711,015
- Participant contributions
- $2,270,159
- Total income / additions
- $13,055,610
- Benefits paid
- $8,414,835
- Administrative expenses
- $62,495
- Total expenses
- $8,485,416
- Net increase / (decrease)
- $4,570,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $49,296 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $13,199 | $0 |