9line LLC 401k Profit Sharing Plan And Trust — Form 5500 plan (9line 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, 9line LLC 401k Profit Sharing Plan And Trust is a benefit plan reported by 9line LLC under EIN 80-0389594 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $5,040,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 9line LLC
- EIN
- 80-0389594
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $5,040,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240906065025NAL0000505635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,040,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,040,309
- Net assets (BOY)
- $4,385,126
Income & contributions
- Employer contributions
- $263,771
- Participant contributions
- $727,918
- Total contributions
- $1,228,479
- Total income / additions
- $1,861,891
Expenses & distributions
- Benefits paid
- $1,191,739
- Administrative expenses
- $14,884
- Total expenses
- $1,206,708
- Net increase / (decrease)
- $655,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cape Investment Advisory,Inc | INVESTMENT/FINANCIAL ADVI | $12,064 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,819 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |