2023 Form 5500 filing — Securitymetrics Inc 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 20241014105048NAL0013159667001) for Securitymetrics Inc 401(K) Plan, reported by Securitymetrics Inc under EIN 87-0670276 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105048NAL0013159667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Securitymetrics Inc
- EIN
- 87-0670276
- Plan number
- 001
- Location
- Orem, UT
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,674,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,674,050
- Employer contributions
- $559,823
- Participant contributions
- $1,087,967
- Total income / additions
- $3,771,554
- Benefits paid
- $1,382,843
- Administrative expenses
- $37,540
- Total expenses
- $1,434,632
- Net increase / (decrease)
- $2,336,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Professional Financial Company | INVESTMENT ADVISORY | $32,940 | not reported in the loaded dataset |
| Gilbert And Stewart | AUDIT | $14,850 | not reported in the loaded dataset |
| Dwc Erisa Consultants, LLC | RECORDKEEPER | $6,914 | $336 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $3,850 | $0 |