Egomotion Corp. 401(K) Plan — Form 5500 plan (Egomotion Corp.)
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, Egomotion Corp. 401(K) Plan is a benefit plan reported by Egomotion Corp. under EIN 27-4556727 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $3,881,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Egomotion Corp.
- EIN
- 27-4556727
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $3,881,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240305093507NAL0027939792001 |
| 2023 | 273 | H, C | 20241007100446NAL0015910529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,652,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,652,850
- Net assets (BOY)
- $5,981,534
Income & contributions
- Employer contributions
- $283,789
- Participant contributions
- $532,258
- Total contributions
- $820,994
- Total income / additions
- $1,934,544
Expenses & distributions
- Benefits paid
- $1,235,964
- Administrative expenses
- $27,264
- Total expenses
- $1,263,228
- Net increase / (decrease)
- $671,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $27,264 | not reported in the loaded dataset | 2023 |
| Lt Trust | RECORDKEEPER | $20,197 | not reported in the loaded dataset | 2023 |