Celerity It 401(K) Plan — Form 5500 plan (Celerity It LLC)
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, Celerity It 401(K) Plan is a benefit plan reported by Celerity It LLC under EIN 54-2060132 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Celerity It LLC
- EIN
- 54-2060132
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240919155754NAL0006408769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $18,453,275
Income & contributions
- Employer contributions
- $157,130
- Participant contributions
- $1,034,936
- Total contributions
- $2,354,285
- Total income / additions
- $5,944,740
Expenses & distributions
- Benefits paid
- $6,426,428
- Administrative expenses
- $95,625
- Total expenses
- $6,522,053
- Net increase / (decrease)
- -$577,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,055 | $0 | 2023 |
| Usi Advisors Inc | ADVISOR | $37,570 | not reported in the loaded dataset | 2023 |
| Frazier & Deeter | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |