Indie LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Indie 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, Indie LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Indie LLC under EIN 38-4052684 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $19,443,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indie LLC
- EIN
- 38-4052684
- Plan number
- 001
- Plan type
- 2
- Location
- Aliso Viejo, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $19,443,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241007114446NAL0016004433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,443,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,443,504
- Net assets (BOY)
- $8,787,941
Income & contributions
- Employer contributions
- $1,058,746
- Participant contributions
- $2,731,726
- Total contributions
- $3,907,785
- Total income / additions
- $6,352,973
Expenses & distributions
- Benefits paid
- $1,498,710
- Administrative expenses
- $65,518
- Total expenses
- $1,564,228
- Net increase / (decrease)
- $4,788,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $49,958 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $12,452 | not reported in the loaded dataset | 2023 |