Paradigm 401(K) Savings Plan — Form 5500 plan (Paradigm Acquisition Corporation)

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, Paradigm 401(K) Savings Plan is a benefit plan reported by Paradigm Acquisition Corporation under EIN 14-1948706 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,600 participants and $118,162,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paradigm Acquisition Corporation
EIN
14-1948706
Plan number
001
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
1,600
End-of-year plan assets
$118,162,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,600H, C20240723141431NAL0011431553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,162,486
Total liabilities (EOY)
$0
Net assets (EOY)
$118,162,486
Net assets (BOY)
$98,250,353

Income & contributions

Employer contributions
$2,393,677
Participant contributions
$11,602,503
Total contributions
$16,792,661
Total income / additions
$35,747,583

Expenses & distributions

Benefits paid
$15,669,205
Administrative expenses
$163,700
Total expenses
$15,835,450
Net increase / (decrease)
$19,912,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$102,629$02023
Newfront Retirement Services IncADVISOR$61,072not reported in the loaded dataset2023

Related Form 5500 pages