Sertifi Plan — Form 5500 plan (Sertifi)
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, Sertifi Plan is a benefit plan reported by Sertifi under EIN 20-1017995 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $6,951,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sertifi
- EIN
- 20-1017995
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $6,951,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015162650NAL0029101633003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,951,010
- Net assets (EOY)
- $6,951,010
- Net assets (BOY)
- $4,098,376
Income & contributions
- Employer contributions
- $451,500
- Participant contributions
- $987,771
- Total contributions
- $2,196,589
- Total income / additions
- $3,019,353
Expenses & distributions
- Benefits paid
- $147,441
- Administrative expenses
- $19,278
- Total expenses
- $166,719
- Net increase / (decrease)
- $2,852,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal, Inc. | THIRD-PARTY RECORDKEEPER | $17,763 | $0 | 2023 |