Certipay, Inc. 401(K) Plan — Form 5500 plan (Certipay, 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, Certipay, Inc. 401(K) Plan is a benefit plan reported by Certipay, Inc. under EIN 59-3422332 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,004 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Certipay, Inc.
EIN
59-3422332
Plan number
001
Plan type
2
Location
Winter Haven, FL
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20250113104545NAL0037173586001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,929,149

Income & contributions

Employer contributions
$3,780
Participant contributions
$5,367
Total contributions
$9,147
Total income / additions
$540,743

Expenses & distributions

Benefits paid
$795,436
Administrative expenses
$24,296
Total expenses
$819,732
Net increase / (decrease)
-$278,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Home Town 401(K)ADVISOR$15,799not reported in the loaded dataset2023
Touchstone Retirement Group, LLCTPA$14,213not reported in the loaded dataset2023

Related Form 5500 pages