2023 Form 5500 filing — Namely, Inc. Retirement Savings 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 20241014150232NAL0026500369001) for Namely, Inc. Retirement Savings Plan, reported by Namely, Inc. under EIN 45-3760169 and plan number 002. It reports 285 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)$0Reported net assets

Participants285

Provider compensation$10.1K1 Schedule C row(s)$10,132

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014150232NAL0026500369001
Plan sponsor: Namely, Inc.
EIN: 45-3760169
Plan number: 002
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$1.2M

Total expenses$301.3K

Benefits paid / distributions$290K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Total income / additions: $1,199,696
Benefits paid: $289,956
Administrative expenses: $11,303
Total expenses: $301,259
Net increase / (decrease): $898,437

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Slavic Integrated Administration$10.1K
TPA · Direct $10.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150232NAL0026500369001 cover?: It is the 2023 Form 5500 filing for Namely, Inc. Retirement Savings Plan, reported by Namely, Inc. (EIN 45-3760169).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).