Thekey 401(K) Plan — Form 5500 plan (Thekey)

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, Thekey 401(K) Plan is a benefit plan reported by Thekey under EIN 37-1616114 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,425 participants and $24,496,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thekey
EIN
37-1616114
Plan number
001
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
12,425
End-of-year plan assets
$24,496,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,425H, C20241010160607NAL0010234275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,496,516
Total liabilities (EOY)
$0
Net assets (EOY)
$24,496,516
Net assets (BOY)
$17,011,654

Income & contributions

Employer contributions
$1,215,441
Participant contributions
$6,095,883
Total contributions
$7,804,206
Total income / additions
$11,307,908

Expenses & distributions

Benefits paid
$3,337,406
Administrative expenses
$130,470
Total expenses
$3,823,046
Net increase / (decrease)
$7,484,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$37,033$67,4042023
Sharebuilder Advisor LLCNONE$93,437not reported in the loaded dataset2023

Related Form 5500 pages