Likewize Corp. 401(K) Plan — Form 5500 plan (Likewize 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, Likewize Corp. 401(K) Plan is a benefit plan reported by Likewize Corp. under EIN 33-0774267 and plan number 001. The latest loaded filing year is 2023. The filing reports 833 participants and $53,843,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Likewize Corp.
- EIN
- 33-0774267
- Plan number
- 001
- Plan type
- 2
- Location
- Southlake, TX
- Latest filing year
- 2023
- Participants
- 833
- End-of-year plan assets
- $53,843,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 833 | H, C | 20241011162103NAL0011167811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,843,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,843,049
- Net assets (BOY)
- $49,272,855
Income & contributions
- Employer contributions
- $711,015
- Participant contributions
- $2,270,159
- Total contributions
- $3,856,431
- Total income / additions
- $13,055,610
Expenses & distributions
- Benefits paid
- $8,414,835
- Administrative expenses
- $62,495
- Total expenses
- $8,485,416
- Net increase / (decrease)
- $4,570,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $49,296 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $13,199 | $0 | 2023 |