Climb Global Solutions, Inc. 401(K) — Form 5500 plan (Climb Global Solutions, Inc.)

Plain-English plan 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, Climb Global Solutions, Inc. 401(K) is a benefit plan reported by Climb Global Solutions, Inc. under EIN 13-3136104 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $14,947,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Climb Global Solutions, Inc.
EIN
13-3136104
Plan number
001
Plan type
2
Location
Eatontown, NJ
Latest filing year
2023
Participants
233
End-of-year plan assets
$14,947,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241017121853NAL0016334787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,947,163
Total liabilities (EOY)
$0
Net assets (EOY)
$14,947,163
Net assets (BOY)
$11,576,156

Income & contributions

Employer contributions
$476,899
Participant contributions
$1,319,862
Total contributions
$1,906,026
Total income / additions
$4,126,058

Expenses & distributions

Benefits paid
$634,220
Administrative expenses
$120,831
Total expenses
$755,051
Net increase / (decrease)
$3,371,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$77,679$02023
Resources Investment Advisors IncNONE$43,156not reported in the loaded dataset2023

Related Form 5500 pages