2023 Form 5500 filing — Outmatch, Inc. 401(K) Retirement 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 20241218152420NAL0002185955001) for Outmatch, Inc. 401(K) Retirement Plan, reported by Sheri Tate under EIN 75-2289925 and plan number 001. It reports 267 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)$19.1MReported net assets$19,096,248
Participants267
Provider compensation$39.1K2 Schedule C row(s)$39,067
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241218152420NAL0002185955001
Plan sponsor
Sheri Tate
EIN
75-2289925
Plan number
001
Location
Dallas, TX
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)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$613.8K
Participant$1.6M
Full reported line items
Total assets (EOY)
$19,096,248
Total liabilities (EOY)
$0
Net assets (EOY)
$19,096,248
Employer contributions
$613,813
Participant contributions
$1,566,336
Total income / additions
$5,360,784
Benefits paid
$2,043,830
Administrative expenses
$42,422
Total expenses
$2,088,812
Net increase / (decrease)
$3,271,972
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $36.9K
  2. 2
    RECORDKEEPER · Direct $2.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241218152420NAL0002185955001 cover?
It is the 2023 Form 5500 filing for Outmatch, Inc. 401(K) Retirement Plan, reported by Sheri Tate (EIN 75-2289925).
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