Circle Internet Services, Inc. 401(K) Plan — Form 5500 plan (Circle Internet Services, Inc. Dba Circleci)
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, Circle Internet Services, Inc. 401(K) Plan is a benefit plan reported by Circle Internet Services, Inc. Dba Circleci under EIN 45-3590683 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $15,109,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Circle Internet Services, Inc. Dba Circleci
- EIN
- 45-3590683
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $15,109,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20241009145518NAL0018593009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,109,474
- Net assets (EOY)
- $15,109,474
- Net assets (BOY)
- $11,122,260
Income & contributions
- Participant contributions
- $3,245,222
- Total contributions
- $3,894,520
- Total income / additions
- $6,177,791
Expenses & distributions
- Benefits paid
- $2,180,505
- Administrative expenses
- $10,072
- Total expenses
- $2,190,577
- Net increase / (decrease)
- $3,987,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $7,213 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $25 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $20 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Circle Internet Services, Inc. Dba Circleci
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Wespac Plan Services, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation