Gearbox Software LLC 401(K) Plan — Form 5500 plan (Gearbox Software 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, Gearbox Software LLC 401(K) Plan is a benefit plan reported by Gearbox Software LLC under EIN 75-2806132 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,140 participants and $84,073,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gearbox Software LLC
EIN
75-2806132
Plan number
001
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
1,140
End-of-year plan assets
$84,073,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,140H, C20241010104258NAL0009922067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,073,548
Total liabilities (EOY)
$0
Net assets (EOY)
$84,073,548
Net assets (BOY)
$58,087,154

Income & contributions

Employer contributions
$4,478,061
Participant contributions
$9,756,328
Total contributions
$17,133,756
Total income / additions
$29,973,457

Expenses & distributions

Benefits paid
$3,835,255
Administrative expenses
$151,108
Total expenses
$3,987,063
Net increase / (decrease)
$25,986,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$72,451$02023
Capfinancial Partners LLCADVISOR$45,771not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$32,886not reported in the loaded dataset2023

Related Form 5500 pages