Netbrain Technologies 401(K) Plan — Form 5500 plan (Netbrain Technologies, Inc.)
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, Netbrain Technologies 401(K) Plan is a benefit plan reported by Netbrain Technologies, Inc. under EIN 05-0611033 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $20,579,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Netbrain Technologies, Inc.
- EIN
- 05-0611033
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $20,579,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240806102030NAL0004021184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,579,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,579,886
- Net assets (BOY)
- $15,471,895
Income & contributions
- Employer contributions
- $624,371
- Participant contributions
- $2,088,348
- Total contributions
- $3,083,403
- Total income / additions
- $6,034,498
Expenses & distributions
- Benefits paid
- $868,252
- Administrative expenses
- $56,919
- Total expenses
- $926,507
- Net increase / (decrease)
- $5,107,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,641 | not reported in the loaded dataset | 2023 |
| Pinnacle Pension Consultants | INVESTMENT ADVISOR | $6,000 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,792 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Netbrain Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Pinnacle Pension Consultants — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation