2023 Form 5500 filing — The Sphere Institute/Acumen LLC 401(K) 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 20240730105503NAL0033994688001) for The Sphere Institute/Acumen LLC 401(K) Plan, reported by The Sphere Institute under EIN 91-1748201 and plan number 001. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730105503NAL0033994688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sphere Institute
- EIN
- 91-1748201
- Plan number
- 001
- Location
- Burlingame, CA
- Participants
- 894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,946,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,946,157
- Employer contributions
- $1,342,774
- Participant contributions
- $5,837,731
- Total income / additions
- $17,431,700
- Benefits paid
- $3,140,210
- Administrative expenses
- $131,357
- Total expenses
- $3,271,567
- Net increase / (decrease)
- $14,160,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Miller Kaplan Arase Llp | ACCOUNTANT | $26,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,970 | $0 |
| Hanson Bridgett | LEGAL | $5,513 | not reported in the loaded dataset |