| form_name | The official name of the filing document | String |
| form_type | The SEC filing classification identifier submitted in EDGAR | String |
| fiscal_year_ended | The fiscal year-end date of the employee benefit plan covered by the report. | Date |
| commission_file_number | The SEC-assigned file number associated with the issuer sponsoring the plan. | String |
| full_plan_title | The complete legal name of the employee benefit plan as registered with the SEC. | String |
| issuer_name | The legal name of the issuer (employer/sponsoring company) associated with the employee plan. | String |
| issuer_address | The principal executive office address of the issuer sponsoring the plan. | String |
| amendment_number | Indicates the amendment sequence if the filing is submitted as an amended report (e.g., 11-K/A). | Integer |
| plan_name | The short or commonly used name of the employee benefit plan. | String |
| signature | Indicator that the document contains an authorized signature block as required by SEC rules. | String |
| signature_text | The full attestation statement appearing above the signature (e.g., certification language required under the Exchange Act). | String |
| signature_name | Name of the individual signing on behalf of the plan administrator or issuer. | String |
| signature_title | Official title of the signatory (e.g., Plan Administrator, Chief Financial Officer). | String |
| signature_date | The date the report was executed and signed. | Date |
| explanatory_note | Narrative disclosure providing additional clarification, amendments, or contextual information about the filing. | Text (String) |
| audit_report | The independent registered public accounting firm’s audit opinion included in the filing. | Text (String) |
| notes_to_financial_statements | Detailed footnotes accompanying the plan’s financial statements. | Text (String) |
| required_information | Additional disclosures required under SEC rules or ERISA for employee benefit plan reporting. | Text (String) |
| file_name | The EDGAR file name or submission document identifier. | String |
| net_assets_available | Statement value representing net assets available for benefits at the fiscal year-end. | String |
| changes_in_net_assets_available | Statement reflecting changes in net assets available for benefits during the reporting period. | String |
| schedule_h_4i | Financial schedule required under ERISA (Form 5500 Schedule H, Line 4i) detailing assets held for investment purposes. | Text (String) |
| schedule_h_4j | Financial schedule required under ERISA (Form 5500 Schedule H, Line 4j) detailing reportable transactions. | Text (String) |
| explanatory_note_summarized | This is a machine-learning-induced summarized version of the original explanatory note. | Text (String) |
| audit_report_summarized | This is a machine-learning-induced summarized version of the original audit report. | Text (String) |
| notes_to_financial_statements_summarized | This is a machine-learning-induced summarized version of the original notes to financial statements. | Text (String) |
Tables: Changes in Net Assets |
| description | The line-item label from the Statement of Changes in Net Assets as it appears in the source PDF. Can be a section header (e.g. ADDITIONS, DEDUCTIONS), a sub-line label, or a summary/total row label. May be NULL for rows that serve purely as structural headers with no associated amount. | Text (String) |
| amount | The monetary figure for the corresponding line item, stored as a formatted string (e.g. '1,772,322'). Commas are used as thousands separators; no currency symbol. NULL where the row is a section header with no numerical value. Cast to NUMERIC/FLOAT for calculations after stripping commas. | Text (String) |
| filename | The base filename (without extension) of the source SEC Form 11-K filing from which this record was extracted. Used as a foreign key to trace records back to their originating document. | Text (String) |
| header_line_1 | First contextual header line extracted from the top of the table in the source PDF. Typically contains the name of the financial statement (e.g. 'STATEMENT OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS'). | Text (String) |
| header_line_2 | Second contextual header line. Typically contains the reporting period (e.g. 'YEAR ENDED DECEMBER 31, 2024'). | Text (String) |
| header_line_3 | Third contextual header line. May contain unit qualifiers (e.g. 'In thousands', 'Amounts in USD') or additional subtitle text. NULL if not present in the source document. | Text (String) |
| header_line_4 | Fourth contextual header line. Reserved for additional header content beyond lines 1-3. NULL if not present. | Text (String) |
| header_line_5 | Fifth contextual header line. Reserved for overflow header content. NULL if not present. | Text (String) |
| header_line_6 | Sixth contextual header line. Reserved for overflow header content. NULL if not present. | Text (String) |
Net Assets |
| description | The line-item label from the Statement of Net Assets as it appears in the source PDF. Can be a section header (e.g. ASSETS, LIABILITIES), a sub-line label, or a total/subtotal row label. May be NULL for rows that serve as structural separators. | Text (String) |
| year_1_amount | Monetary value for the most recent (primary) reporting year, stored as a formatted string with comma-separated thousands. Represents the balance at the end of the most recent fiscal year. Cast to NUMERIC/FLOAT for calculations after stripping commas. | Numeric |
| year_2_amount | Monetary value for the prior/comparative reporting year, stored as a formatted string. Represents the balance at the end of the preceding fiscal year for comparability. Cast to NUMERIC/FLOAT for calculations after stripping commas. NULL when the row is a header or no comparative figure is presented. | Numeric |
| filename | The base filename (without extension) of the source SEC Form 11-K filing. Used as a foreign key to trace records to the originating document. | Text (String) |
| header_line_1 | First contextual header line. Typically the name of the financial statement (e.g. 'STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS'). | Text (String) |
| header_line_2 | Second contextual header line. Typically contains the as-of dates for both reporting years (e.g. 'DECEMBER 31, 2024 AND 2023'). | Text (String) |
| header_line_3 | Third contextual header line. May contain unit qualifiers or additional subtitle text. NULL if not present. | Text (String) |
| header_line_4 | Fourth contextual header line. Reserved for additional header content. NULL if not present. | Text (String) |
| header_line_5 | Fifth contextual header line. NULL if not present. | Text (String) |
| header_line_6 | Sixth contextual header line. NULL if not present. | Text (String) |
| Schedule H, Line 4i — Schedule of Assets (Held at End of Year) |
| a | Party-in-interest indicator column (Column A on the ERISA Schedule H, Line 4i form). An asterisk (*) denotes that the investment is with a party-in-interest (e.g. the plan sponsor or an affiliate). Otherwise contains the short issuer identifier or fund family abbreviation. May be NULL if not applicable for the row. | Text (String) |
| b_identity_of_issue_borrower_lessor | Full name of the issuer, borrower, or lessor of the investment (Column B on Schedule H, Line 4i). Identifies the entity whose security is held, such as a mutual fund family, corporation, or financial institution. | Text (String) |
| c_description_of_investment | Description of the investment instrument (Column C). Includes the fund name, share class, or security description. A double asterisk (**) typically indicates that cost information has been omitted under ERISA exemptions for participant-directed investments. | Text (String) |
| d_cost | The historical cost of the investment in USD (Column D). Under ERISA, cost is permitted to be omitted for participant-directed investments; in such cases this field will be NULL/NaN. Where present, stored as a numeric value without formatting. | Numeric (Float) |
| e_current_value | The fair market value of the investment as of the plan year-end date (Column E), stored as a formatted string (e.g. '$7,231,427'). Includes the dollar sign as extracted from the PDF. Strip the '$' and commas before casting to NUMERIC for calculations. | Numeric |
| filename | The base filename (without extension) of the source SEC Form 11-K filing. Used as a foreign key to trace records to the originating document. | Text (String) |
| Schedule H, Line 4j — Schedule of Reportable Transactions |
| a_identity_of_party_involved | Name of the party involved in the reportable transaction (Column A). May include an alphanumeric prefix (e.g. '0-') added during extraction. Embedded newlines (\n) may be present due to PDF line-wrapping; clean before display. For series transactions, the specific series identifier is appended (e.g. '- 7 Series'). | Text (String) |
| b_description_of_asset | Description of the asset transacted (Column B). May include an alphanumeric prefix and currency symbols (e.g. '2-Mutual Fund $ $ $ $ $') due to PDF table column header bleed-through during extraction. The core asset type appears after the prefix. | Text (String) |
| c_purchase_price | Total purchase price paid for the asset during the plan year (Column C), in USD, stored as a raw numeric float. NULL/NaN when the transaction was a sale-only or redemption with no purchase leg. | Numeric (Float) |
| d_selling_price | Total selling price received on disposition of the asset (Column D), stored as a formatted string with commas. NULL when the transaction had no sale leg (i.e. purchase-only). Strip commas before casting to NUMERIC. | Numeric |
| e_cost_of_assets | The book/carrying cost of the assets sold or acquired (Column E), formatted string with commas. Represents the plan's cost basis in the investment. Strip commas before casting to NUMERIC. | Numeric |
| f_current_value_of_assets_on_transaction_date | Fair market value of the assets on the transaction date (Column F), formatted string with commas. Used to determine net gain or loss in conjunction with cost. Strip commas before casting to NUMERIC. | Numeric |
| g_net_gain_or_loss | Net gain or net loss on the transaction (Column G), formatted string. Negative values (losses) are enclosed in parentheses per accounting convention (e.g. '(598,867)'). Positive values appear without parentheses. Strip parentheses and commas and apply sign before casting to NUMERIC. | Numeric |
| filename | The base filename (without extension) of the source SEC Form 11-K filing. Used as a foreign key to trace records to the originating document. | Text (String) |
| header_line_1 | First contextual header line. Typically the schedule name (e.g. 'Schedule H, Line 4j - Schedule of Reportable Transactions'). | Text (String) |
| header_line_2 | Second contextual header line. Typically the plan year end date (e.g. 'Plan Year Ending: 12/31/2024'). | Text (String) |
| header_line_3 | Third contextual header line. In this table, observed to contain column reference letters from the original PDF header row (e.g. '(f)'). May represent overflow column heading labels. | Text (String) |
| header_line_4 | Fourth contextual header line. Observed to contain additional column reference labels from the source PDF header row. | Text (String) |
| header_line_5 | Fifth contextual header line. Reserved for additional header content or column labels. NULL if not present. | Text (String) |
| header_line_6 | Sixth contextual header line. Reserved for additional header content or column labels. NULL if not present. | Text (String) |
