Submittable 401(K) Plan — Form 5500 plan (Submittable Holdings 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, Submittable 401(K) Plan is a benefit plan reported by Submittable Holdings Inc. under EIN 47-5485414 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $8,477,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Submittable Holdings Inc.
- EIN
- 47-5485414
- Plan number
- 001
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $8,477,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015164300NAL0057290546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,477,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,477,200
- Net assets (BOY)
- $4,779,000
Income & contributions
- Employer contributions
- $276,313
- Participant contributions
- $1,785,445
- Total contributions
- $3,168,907
- Total income / additions
- $4,212,090
Expenses & distributions
- Benefits paid
- $490,656
- Administrative expenses
- $23,234
- Total expenses
- $513,890
- Net increase / (decrease)
- $3,698,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Securities Inc | BROKER/ADVISOR | $0 | $26,848 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,301 | $0 | 2023 |
| Usi Consulting Group Inc | CONTRACT ADMIN | $1,800 | $15,061 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $981 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $412 | not reported in the loaded dataset | 2023 |
| Usi Securities Inc | OTHER | $7 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Submittable Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Missoula, MT
- Usi Securities Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation