Akili Interactive 401(K) Retirement Plan — Form 5500 plan (Akili Interactive Labs, 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, Akili Interactive 401(K) Retirement Plan is a benefit plan reported by Akili Interactive Labs, Inc. under EIN 45-3990296 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $11,612,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Akili Interactive Labs, Inc.
EIN
45-3990296
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
181
End-of-year plan assets
$11,612,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240520073618NAL0001074641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,612,912
Net assets (EOY)
$11,612,912
Net assets (BOY)
$9,130,587

Income & contributions

Employer contributions
$692,543
Participant contributions
$1,633,514
Total contributions
$2,642,596
Total income / additions
$4,474,891

Expenses & distributions

Benefits paid
$1,988,616
Administrative expenses
$3,950
Total expenses
$1,992,566
Net increase / (decrease)
$2,482,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchBROKER DEALER OF ADVISORnot reported in the loaded dataset$26,5022023
Aegis Retirement PartnersTHIRD PARTY ADMINISTRATORnot reported in the loaded dataset$5,1182023

Related Form 5500 pages