Numerated Growth Technologies 401(K) Plan — Form 5500 plan (Numerated Growth Technologies, 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, Numerated Growth Technologies 401(K) Plan is a benefit plan reported by Numerated Growth Technologies, Inc. under EIN 82-0764149 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $5,715,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Numerated Growth Technologies, Inc.
EIN
82-0764149
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
161
End-of-year plan assets
$5,715,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241010142114NAL0021220849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,715,991
Total liabilities (EOY)
$0
Net assets (EOY)
$5,715,991
Net assets (BOY)
$4,985,607

Income & contributions

Employer contributions
$259
Participant contributions
$974,977
Total contributions
$1,197,115
Total income / additions
$2,102,744

Expenses & distributions

Benefits paid
$1,348,908
Administrative expenses
$23,452
Total expenses
$1,372,360
Net increase / (decrease)
$730,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$23,452not reported in the loaded dataset2023

Related Form 5500 pages