Plan5500

Steelwave, Inc. Retirement Plan — Form 5500 plan (Steelwave, 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, Steelwave, Inc. Retirement Plan is a benefit plan reported by Steelwave, Inc. under EIN 20-1127109 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $31,422,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steelwave, Inc.
EIN
20-1127109
Plan number
001
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
219
End-of-year plan assets
$31,422,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20240816161443NAL0014497249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,422,854
Total liabilities (EOY)
$0
Net assets (EOY)
$31,422,854
Net assets (BOY)
$26,124,625

Income & contributions

Employer contributions
$426,586
Participant contributions
$1,672,697
Total contributions
$2,101,454
Total income / additions
$6,727,053

Expenses & distributions

Benefits paid
$1,350,029
Administrative expenses
$78,795
Total expenses
$1,428,824
Net increase / (decrease)
$5,298,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,544$02023
Global Retirement Partners LLCADVISOR$25,000not reported in the loaded dataset2023
Pension AssuranceACCOUNTANT/AUDITOR$7,000not reported in the loaded dataset2023

Related Form 5500 pages