Symbotic LLC 401(K) Plan — Form 5500 plan (Symbotic LLC)

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, Symbotic LLC 401(K) Plan is a benefit plan reported by Symbotic LLC under EIN 20-8782926 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,259 participants and $63,812,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Symbotic LLC
EIN
20-8782926
Plan number
001
Plan type
2
Location
Wilmington, MA
Latest filing year
2023
Participants
1,259
End-of-year plan assets
$63,812,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,259H, C20241015115037NAL0047665488003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,812,475
Net assets (EOY)
$63,812,475
Net assets (BOY)
$43,268,280

Income & contributions

Employer contributions
$4,513,722
Participant contributions
$9,962,736
Total contributions
$16,524,042
Total income / additions
$25,966,951

Expenses & distributions

Benefits paid
$5,254,105
Administrative expenses
$121,988
Total expenses
$5,422,756
Net increase / (decrease)
$20,544,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$96,809$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$73,490$02023
Empower Advisory Group, LLCINVESTMENT MGMT$51,536$02023

Related Form 5500 pages