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, Experity 401(K) Plan is a benefit plan reported by Experity, Inc. under EIN 41-2016532 and plan number 001. The latest loaded filing year is 2023. The filing reports 864 participants and $41,179,185 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,179,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,179,185
- Net assets (BOY)
- $31,011,493
Income & contributions
- Employer contributions
- $1,788,539
- Participant contributions
- $3,502,224
- Total contributions
- $6,167,809
- Total income / additions
- $12,644,992
Expenses & distributions
- Benefits paid
- $2,463,550
- Administrative expenses
- $13,417
- Total expenses
- $2,477,300
- Net increase / (decrease)
- $10,167,692