Squaretrade, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Squaretrade, Inc. (EIN 94-3340669) is a plan sponsor located in Brisbane, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-3340669
Location
Brisbane, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$59,233,633
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$59,233,633

Contributions & income

Employer contributions
$3,310,160
Participant contributions
$6,088,854
Total income / additions
$19,787,676

Expenses & distributions

Benefits paid / distributions
$4,349,197
Total expenses
$4,427,639
Net increase / (decrease)
$15,360,037

Coverage

Total reported participants
1,108
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Squaretrade, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Squaretrade, Inc. 401(K) Plan001836$59,233,6332023
Squaretrade, Inc. Health And Welfare Plan501272not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Squaretrade, Inc.
YearPlanParticipantsSchedulesFiling
2023Squaretrade, Inc. Health And Welfare Plan27220240517160907NAL0052878512001
2023Squaretrade, Inc. 401(K) Plan836H, C20241011162220NAL0022319809001

Related Form 5500 pages