2023 Form 5500 filing — Sb Us 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 20241015094119NAL0047233792001) for Sb Us 401(K) Plan, reported by Sb Investment Advisers (Us) Inc. under EIN 81-4760418 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094119NAL0047233792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sb Investment Advisers (Us) Inc.
- EIN
- 81-4760418
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,340,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,340,363
- Employer contributions
- $8,178,032
- Participant contributions
- $7,833,765
- Total income / additions
- $39,635,712
- Benefits paid
- $9,965,661
- Administrative expenses
- $262,422
- Total expenses
- $10,239,616
- Net increase / (decrease)
- $29,396,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisors Insurance Company | RECORDKEEPER | $75,894 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $74,327 | not reported in the loaded dataset |
| Cbiz Benefits & Ins. Services | CONTRACT ADMIN | $59,194 | not reported in the loaded dataset |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $16,500 | not reported in the loaded dataset |