2023 Form 5500 filing — Arm, Inc. 401(K) 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 20241009120314NAL0031096640008) for Arm, Inc. 401(K) Savings Plan, reported by Arm, Inc. under EIN 98-0443443 and plan number 001. It reports 1,704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$429.4MReported net assets$429,354,281
Participants1.7K1,704
Provider compensation$254.2K4 Schedule C row(s)$254,186
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009120314NAL0031096640008
- Plan sponsor
- Arm, Inc.
- EIN
- 98-0443443
- Plan number
- 001
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$429.4M total assets
Net assets$429.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $429,354,281
- Net assets (EOY)
- $429,354,281
- Employer contributions
- $14,519,310
- Participant contributions
- $27,889,869
- Total income / additions
- $114,380,894
- Benefits paid
- $21,917,191
- Administrative expenses
- $259,498
- Total expenses
- $22,323,727
- Net increase / (decrease)
- $92,057,167
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $143,371 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $76,505 | not reported in the loaded dataset |
| Maxwell Locke & Ritter Llp | NONE | $34,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $310 | $0 |