Team San Jose 401(K) Plan — Form 5500 plan (Team San Jose)
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, Team San Jose 401(K) Plan is a benefit plan reported by Team San Jose under EIN 20-0507663 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $10,497,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Team San Jose
- EIN
- 20-0507663
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $10,497,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240912122449NAL0010128193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,497,948
- Net assets (EOY)
- $10,497,948
- Net assets (BOY)
- $8,170,848
Income & contributions
- Employer contributions
- $356,801
- Participant contributions
- $742,512
- Total contributions
- $1,179,706
- Total income / additions
- $2,630,285
Expenses & distributions
- Benefits paid
- $270,407
- Administrative expenses
- $32,670
- Total expenses
- $303,185
- Net increase / (decrease)
- $2,327,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $24,309 | $0 | 2023 |
| Tag Resources, LLC | RECORDKEEPER | $4,286 | $0 | 2023 |