Symetri 401(K) Plan — Form 5500 plan (Microdesk, LLC.)

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, Symetri 401(K) Plan is a benefit plan reported by Microdesk, LLC. under EIN 04-3238199 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $30,736,295 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Microdesk, LLC.
EIN
04-3238199
Plan number
001
Plan type
2
Location
Nashua, NH
Latest filing year
2023
Participants
370
End-of-year plan assets
$30,736,295

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H, C20241015120203NAL0057416962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,736,295
Total liabilities (EOY)
$0
Net assets (EOY)
$30,736,295
Net assets (BOY)
$21,033,391

Income & contributions

Employer contributions
$888,094
Participant contributions
$2,682,283
Total contributions
$6,952,366
Total income / additions
$11,579,615

Expenses & distributions

Benefits paid
$1,791,353
Administrative expenses
$85,358
Total expenses
$1,876,711
Net increase / (decrease)
$9,702,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cerity Partners Retirement PlanADVISOR$47,651not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,854$02023

Related Form 5500 pages