2023 Form 5500 filing — Submittable 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 20241015164300NAL0057290546001) for Submittable 401(K) Plan, reported by Submittable Holdings Inc. under EIN 47-5485414 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164300NAL0057290546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Submittable Holdings Inc.
- EIN
- 47-5485414
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,477,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,477,200
- Employer contributions
- $276,313
- Participant contributions
- $1,785,445
- Total income / additions
- $4,212,090
- Benefits paid
- $490,656
- Administrative expenses
- $23,234
- Total expenses
- $513,890
- Net increase / (decrease)
- $3,698,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities Inc | BROKER/ADVISOR | $0 | $26,848 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,301 | $0 |
| Usi Consulting Group Inc | CONTRACT ADMIN | $1,800 | $15,061 |
| Envestnet Retirement Solutions, LLC | OTHER | $981 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $412 | not reported in the loaded dataset |
| Usi Securities Inc | OTHER | $7 | not reported in the loaded dataset |