Illumifin Corporation 401(K) Plan — Form 5500 plan (Illumifin Corporation)
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, Illumifin Corporation 401(K) Plan is a benefit plan reported by Illumifin Corporation under EIN 57-0935614 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $93,252,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illumifin Corporation
- EIN
- 57-0935614
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $93,252,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20250307130130NAL0019599408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,252,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,252,412
- Net assets (BOY)
- $4,764,663
Income & contributions
- Employer contributions
- $1,852,494
- Participant contributions
- $8,491,057
- Total contributions
- $12,134,906
- Total income / additions
- $24,148,054
Expenses & distributions
- Benefits paid
- $13,766,883
- Administrative expenses
- $200,021
- Total expenses
- $13,966,904
- Net increase / (decrease)
- $10,181,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $164,149 | $0 | 2023 |
| Kestra Advisory Services | RIA | $31,161 | not reported in the loaded dataset | 2023 |