Plan5500

Employu 401(K) Plan — Form 5500 plan (Employu, Inc.)

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, Employu 401(K) Plan is a benefit plan reported by Employu, Inc. under EIN 45-2586290 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $923,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Employu, Inc.
EIN
45-2586290
Plan number
001
Plan type
2
Location
Casselberry, FL
Latest filing year
2023
Participants
147
End-of-year plan assets
$923,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241002155518NAL0008580497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$923,004
Total liabilities (EOY)
$0
Net assets (EOY)
$923,004
Net assets (BOY)
$719,575

Income & contributions

Employer contributions
$29,781
Participant contributions
$223,828
Total contributions
$261,184
Total income / additions
$378,861

Expenses & distributions

Benefits paid
$159,002
Administrative expenses
$16,430
Total expenses
$175,432
Net increase / (decrease)
$203,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$16,429$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages