2023 Form 5500 filing — Team San Jose 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 20240912122449NAL0010128193001) for Team San Jose 401(K) Plan, reported by Team San Jose under EIN 20-0507663 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912122449NAL0010128193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Team San Jose
- EIN
- 20-0507663
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,497,948
- Net assets (EOY)
- $10,497,948
- Employer contributions
- $356,801
- Participant contributions
- $742,512
- Total income / additions
- $2,630,285
- Benefits paid
- $270,407
- Administrative expenses
- $32,670
- Total expenses
- $303,185
- Net increase / (decrease)
- $2,327,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $24,309 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $4,286 | $0 |