The Motley Fool Holdings, Inc. 401(K) Plan — Form 5500 plan (The Motley Fool Holdings, 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, The Motley Fool Holdings, Inc. 401(K) Plan is a benefit plan reported by The Motley Fool Holdings, Inc. under EIN 26-3335778 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $142,884,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Motley Fool Holdings, Inc.
- EIN
- 26-3335778
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $142,884,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20240919085906NAL0005863937002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,884,170
- Net assets (EOY)
- $142,884,170
- Net assets (BOY)
- $109,904,844
Income & contributions
- Employer contributions
- $3,831,092
- Participant contributions
- $8,040,207
- Total contributions
- $12,113,368
- Total income / additions
- $39,344,656
Expenses & distributions
- Benefits paid
- $6,263,781
- Administrative expenses
- $79,683
- Total expenses
- $6,365,330
- Net increase / (decrease)
- $32,979,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $63,583 | not reported in the loaded dataset | 2023 |
| Hughes Pittman And Gupton, Llp | NONE | $16,100 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $676 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Motley Fool Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Hughes Pittman And Gupton, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation