2023 Form 5500 filing — The Myers-Briggs Company 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725101357NAL0023784864001) for The Myers-Briggs Company 401(K) Retirement Savings Plan, reported by The Myers-Briggs Company under EIN 94-1337736 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725101357NAL0023784864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Myers-Briggs Company
- EIN
- 94-1337736
- Plan number
- 002
- Location
- Sunnyvale, CA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,791,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,791,954
- Employer contributions
- $611,860
- Participant contributions
- $1,704,735
- Total income / additions
- $6,871,574
- Benefits paid
- $4,610,623
- Administrative expenses
- $57,374
- Total expenses
- $4,677,700
- Net increase / (decrease)
- $2,193,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,729 | $0 |
| Sensiba Llp | ACCOUNTANT | $14,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,145 | not reported in the loaded dataset |