Policylink 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Policylink)
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, Policylink 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Policylink under EIN 94-3297479 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $13,272,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Policylink
- EIN
- 94-3297479
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $13,272,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241031161405NAL0002935280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,272,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,272,056
- Net assets (BOY)
- $10,417,650
Income & contributions
- Employer contributions
- $773,066
- Participant contributions
- $896,065
- Total contributions
- $1,865,868
- Total income / additions
- $3,620,414
Expenses & distributions
- Benefits paid
- $738,925
- Administrative expenses
- $27,083
- Total expenses
- $766,008
- Net increase / (decrease)
- $2,854,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $29,310 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,505 | not reported in the loaded dataset | 2023 |