Signature Analytics, LLC 401(K) Plan — Form 5500 plan (Signature Analytics, 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, Signature Analytics, LLC 401(K) Plan is a benefit plan reported by Signature Analytics, LLC under EIN 20-5623459 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $3,521,232 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,521,232
Participants138Covered participants reported
Assets / participant$25.5KComputed: assets ÷ participants$25,516 (computed)
Provider compensation$20.2K2 Schedule C provider row(s)$20,203
Plan sponsor
Signature Analytics, LLC
EIN
20-5623459
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241011112554NAL0010863267001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$725.9K
Benefits paid / distributions$705.7K
Contributions
Employer$98.1K
Participant$432.8K
Full reported line items

Net assets

Total assets (EOY)
$3,521,232
Total liabilities (EOY)
$0
Net assets (EOY)
$3,521,232
Net assets (BOY)
$2,963,448

Income & contributions

Employer contributions
$98,073
Participant contributions
$432,768
Total contributions
$647,089
Total income / additions
$1,283,636

Expenses & distributions

Benefits paid
$705,725
Administrative expenses
$20,127
Total expenses
$725,852
Net increase / (decrease)
$557,784

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment GroupINVESTMENT ADVISOR$11,391not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$8,812$02023

Related Form 5500 pages