2023 Form 5500 filing — Persado, Inc. 401(K) Retirement Plan And Trust

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 20241015165655NAL0015122307001) for Persado, Inc. 401(K) Retirement Plan And Trust, reported by Persado, Inc. under EIN 80-0725748 and plan number 001. It reports 373 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)$12.1MReported net assets$12,144,742
Participants373
Provider compensation$20.9K1 Schedule C row(s)$20,900
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015165655NAL0015122307001
Plan sponsor
Persado, Inc.
EIN
80-0725748
Plan number
001
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.

Reported balance (end of year)$12.1M total assets
Net assets$12.1MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
EmployerNot reported
Participant$1.6M
Full reported line items
Total assets (EOY)
$12,144,742
Total liabilities (EOY)
$0
Net assets (EOY)
$12,144,742
Participant contributions
$1,632,194
Total income / additions
$3,432,930
Benefits paid
$2,647,964
Administrative expenses
$20,900
Total expenses
$2,668,864
Net increase / (decrease)
$764,066
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $20.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015165655NAL0015122307001 cover?
It is the 2023 Form 5500 filing for Persado, Inc. 401(K) Retirement Plan And Trust, reported by Persado, Inc. (EIN 80-0725748).
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).

Related Form 5500 pages