Onboardiq 401(K) Plan — Form 5500 plan (Onboardiq, 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, Onboardiq 401(K) Plan is a benefit plan reported by Onboardiq, Inc under EIN 47-2430709 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $7,213,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onboardiq, Inc
EIN
47-2430709
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
284
End-of-year plan assets
$7,213,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20241014090046NAL0025776401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,213,722
Total liabilities (EOY)
$0
Net assets (EOY)
$7,213,722
Net assets (BOY)
$4,667,229

Income & contributions

Employer contributions
$0
Participant contributions
$1,864,548
Total contributions
$2,294,191
Total income / additions
$3,346,416

Expenses & distributions

Benefits paid
$775,112
Administrative expenses
$24,811
Total expenses
$799,923
Net increase / (decrease)
$2,546,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$24,811not reported in the loaded dataset2023

Related Form 5500 pages