Solifi Tax Deferred Savings Plan — Form 5500 plan (International Decision Systems Dba Solifi)
Plain-English plan 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, Solifi Tax Deferred Savings Plan is a benefit plan reported by International Decision Systems Dba Solifi under EIN 04-3201416 and plan number 004. The latest loaded filing year is 2023. The filing reports 236 participants and $42,600,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Decision Systems Dba Solifi
- EIN
- 04-3201416
- Plan number
- 004
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $42,600,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20240917124903NAL0001759619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,600,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,600,583
- Net assets (BOY)
- $35,545,816
Income & contributions
- Employer contributions
- $803,999
- Participant contributions
- $2,281,395
- Total contributions
- $3,785,651
- Total income / additions
- $9,847,053
Expenses & distributions
- Benefits paid
- $2,726,729
- Administrative expenses
- $65,557
- Total expenses
- $2,792,286
- Net increase / (decrease)
- $7,054,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,557 | $0 | 2023 |
| Valmark Advisers Inc | ADVISOR | $26,000 | not reported in the loaded dataset | 2023 |