Exemplis LLC 401(K) Savings Plan — Form 5500 plan (Exemplis 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, Exemplis LLC 401(K) Savings Plan is a benefit plan reported by Exemplis LLC under EIN 33-0697684 and plan number 001. The latest loaded filing year is 2023. The filing reports 789 participants and $38,490,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exemplis LLC
- EIN
- 33-0697684
- Plan number
- 001
- Plan type
- 3
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 789
- End-of-year plan assets
- $38,490,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 789 | H, C | 20240925113708NAL0005423891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,490,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,490,742
- Net assets (BOY)
- $26,986,245
Income & contributions
- Employer contributions
- $1,659,265
- Participant contributions
- $3,707,329
- Total contributions
- $6,134,770
- Total income / additions
- $12,253,764
Expenses & distributions
- Benefits paid
- $2,308,703
- Administrative expenses
- $22,975
- Total expenses
- $2,332,691
- Net increase / (decrease)
- $9,921,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,137 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,838 | $0 | 2023 |