Securitymetrics Inc 401(K) Plan — Form 5500 plan (Securitymetrics 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, Securitymetrics Inc 401(K) Plan is a benefit plan reported by Securitymetrics Inc under EIN 87-0670276 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $14,674,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Securitymetrics Inc
- EIN
- 87-0670276
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $14,674,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241014105048NAL0013159667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,674,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,674,050
- Net assets (BOY)
- $12,337,128
Income & contributions
- Employer contributions
- $559,823
- Participant contributions
- $1,087,967
- Total contributions
- $1,870,494
- Total income / additions
- $3,771,554
Expenses & distributions
- Benefits paid
- $1,382,843
- Administrative expenses
- $37,540
- Total expenses
- $1,434,632
- Net increase / (decrease)
- $2,336,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Professional Financial Company | INVESTMENT ADVISORY | $32,940 | not reported in the loaded dataset | 2023 |
| Gilbert And Stewart | AUDIT | $14,850 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants, LLC | RECORDKEEPER | $6,914 | $336 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $3,850 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Securitymetrics Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- The Professional Financial Company — Schedule C compensation
- Gilbert And Stewart — Schedule C compensation
- Dwc Erisa Consultants, LLC — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation