2023 Form 5500 filing — Symphonyai 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 20250325152717NAL0007805251001) for Symphonyai 401(K) Plan, reported by Symphonyai, LLC under EIN 81-3667465 and plan number 001. It reports 548 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)$55.4MReported net assets$55,363,611
Participants548
Provider compensation$125.5K3 Schedule C row(s)$125,500
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250325152717NAL0007805251001
Plan sponsor
Symphonyai, LLC
EIN
81-3667465
Plan number
001
Location
Palo Alto, CA
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)$55.4M total assets
Net assets$55.4MLiabilities$0
Money in vs. money out
Total income / additions$20.9M
Total expenses$12.5M
Benefits paid / distributions$12.1M
Contributions
Employer$2.9M
Participant$6.2M
Full reported line items
Total assets (EOY)
$55,363,611
Total liabilities (EOY)
$0
Net assets (EOY)
$55,363,611
Employer contributions
$2,857,974
Participant contributions
$6,198,542
Total income / additions
$20,861,018
Benefits paid
$12,121,114
Administrative expenses
$124,064
Total expenses
$12,455,183
Net increase / (decrease)
$8,405,835
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $85.5K
  2. 2
    CONTRACT ADMIN · Direct $24K
  3. 3
    RECORDKEEPER · Direct $16K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250325152717NAL0007805251001 cover?
It is the 2023 Form 5500 filing for Symphonyai 401(K) Plan, reported by Symphonyai, LLC (EIN 81-3667465).
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