2023 Form 5500 filing — Ericsson 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 20250714163817NAL0000833155001) for Ericsson Us 401(K) Plan, reported by Ericsson Inc. under EIN 06-1119960 and plan number 006. It reports 15,250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714163817NAL0000833155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ericsson Inc.
- EIN
- 06-1119960
- Plan number
- 006
- Location
- Plano, TX
- Participants
- 15,250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,539,842,303
- Total liabilities (EOY)
- $557,253
- Net assets (EOY)
- $3,539,285,050
- Employer contributions
- $51,724,150
- Participant contributions
- $79,291,388
- Total income / additions
- $691,962,292
- Benefits paid
- $299,922,117
- Administrative expenses
- $4,764,851
- Total expenses
- $305,245,441
- Net increase / (decrease)
- $386,716,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $2,134,312 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $1,106,618 | $0 |
| Jennison Associates | NONE | $616,361 | not reported in the loaded dataset |
| Eagle Asset Management | NONE | $394,211 | not reported in the loaded dataset |
| Capfinancial Partners LLC Dba Captr | NONE | $326,148 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $197,896 | not reported in the loaded dataset |
| Cowen & Company LLC | NONE | $34,992 | not reported in the loaded dataset |
| Empower Trust Company, LLC | NONE | $30,364 | not reported in the loaded dataset |