Original filing (PDF)20241015114246NAL0016251283001

NOTION DIGITAL LLC

Name: NOTION DIGITAL LLC — NOTION DIGITAL 401(K) PLAN, Form 5500 (2023)
Creator: NOTION DIGITAL LLC

Form 5500-SF

FILING_RECEIVED

NOTION DIGITAL 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOTION DIGITAL LLC.

Plan sponsor

Name

NOTION DIGITAL LLC

EIN

47-1782875

Address

4 LAUREL COURT · FISHKILL, NY · 12524

Phone

(845) 518-0023

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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