Sitelogiq, Inc. 401(K) Retirement Plan — Form 5500 plan (Sitelogiq, 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, Sitelogiq, Inc. 401(K) Retirement Plan is a benefit plan reported by Sitelogiq, Inc under EIN 82-0714007 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $36,347,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sitelogiq, Inc
- EIN
- 82-0714007
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $36,347,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20241010074645NAL0011277555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,347,821
- Total liabilities (EOY)
- $12
- Net assets (EOY)
- $36,347,809
- Net assets (BOY)
- $28,606,119
Income & contributions
- Employer contributions
- $2,007,082
- Participant contributions
- $4,480,972
- Total contributions
- $7,622,880
- Total income / additions
- $13,020,867
Expenses & distributions
- Benefits paid
- $5,179,670
- Administrative expenses
- $98,893
- Total expenses
- $5,279,177
- Net increase / (decrease)
- $7,741,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Financial, Inc. | INVESTMENT ADVISOR | $38,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $32,940 | $0 | 2023 |
| Brown Plus | ACCOUNTANT/AUDITOR | $19,500 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings, Inc. | PLAN ADMINISTRATOR | $8,370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sitelogiq, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Kestra Financial, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Brown Plus — Schedule C compensation
- Ascensus Holdings, Inc. — Schedule C compensation