Recorded Future 401k Plan — Form 5500 plan (Recorded Future, 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, Recorded Future 401k Plan is a benefit plan reported by Recorded Future, Inc. under EIN 26-2428801 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $37,587,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Recorded Future, Inc.
- EIN
- 26-2428801
- Plan number
- 001
- Plan type
- 2
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $37,587,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241011140811NAL0012573763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,587,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,587,174
- Net assets (BOY)
- $24,197,915
Income & contributions
- Employer contributions
- $2,126,312
- Participant contributions
- $7,793,211
- Total contributions
- $11,530,888
- Total income / additions
- $17,559,504
Expenses & distributions
- Benefits paid
- $4,068,317
- Administrative expenses
- $101,928
- Total expenses
- $4,170,245
- Net increase / (decrease)
- $13,389,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $81,387 | $0 | 2023 |
| Commonwealth Equity Services, Inc. | INVESTMENT ADVISOR | $58,483 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | TPA | $6,180 | $14,136 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Recorded Future, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Somerville, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services, Inc. — Schedule C compensation
- The Angell Pension Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation