Interactions, LLC 401(K) Plan — Form 5500 plan (Interactions, 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, Interactions, LLC 401(K) Plan is a benefit plan reported by Interactions, LLC under EIN 20-0800098 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $33,973,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interactions, LLC
EIN
20-0800098
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
492
End-of-year plan assets
$33,973,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023492H, C20241008173215NAL0008622419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,973,385
Total liabilities (EOY)
$0
Net assets (EOY)
$33,973,385
Net assets (BOY)
$29,287,642

Income & contributions

Employer contributions
$1,113,896
Participant contributions
$3,510,582
Total contributions
$5,261,697
Total income / additions
$10,891,584

Expenses & distributions

Benefits paid
$6,143,272
Administrative expenses
$56,502
Total expenses
$6,205,841
Net increase / (decrease)
$4,685,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,728$02023
Strategic Advisors, Inc.ADVISOR$5,773not reported in the loaded dataset2023

Related Form 5500 pages