Plan5500

Econometrica, Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (Econometrica, 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, Econometrica, Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Econometrica, Inc. under EIN 52-2108043 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $7,212,308 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Econometrica, Inc.
EIN
52-2108043
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
129
End-of-year plan assets
$7,212,308

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241010102232NAL0019910689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,212,308
Total liabilities (EOY)
$0
Net assets (EOY)
$7,212,308
Net assets (BOY)
$6,621,990

Income & contributions

Employer contributions
$167,522
Participant contributions
$735,422
Total contributions
$967,264
Total income / additions
$2,042,886

Expenses & distributions

Benefits paid
$1,436,309
Administrative expenses
$16,259
Total expenses
$1,452,568
Net increase / (decrease)
$590,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT PROVIDER$35,914not reported in the loaded dataset2023
Citigroup Global Markets, Inc.ADVISOR$0$18,4892023
Iron-Co-Fid-ComprehensiveRIA$5,455not reported in the loaded dataset2023

Related Form 5500 pages