Huawei Usa 401(K) Plan — Form 5500 plan (Futurewei Technologies, 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, Huawei Usa 401(K) Plan is a benefit plan reported by Futurewei Technologies, Inc. under EIN 75-2923245 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,119 participants and $209,543,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Futurewei Technologies, Inc.
- EIN
- 75-2923245
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 1,119
- End-of-year plan assets
- $209,543,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,119 | H, C | 20241011170212NAL0012787571005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,543,761
- Net assets (EOY)
- $209,543,761
- Net assets (BOY)
- $190,398,599
Income & contributions
- Employer contributions
- $1,687,159
- Participant contributions
- $5,258,992
- Total contributions
- $7,050,454
- Total income / additions
- $42,806,628
Expenses & distributions
- Benefits paid
- $23,482,751
- Administrative expenses
- $177,642
- Total expenses
- $23,661,466
- Net increase / (decrease)
- $19,145,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $82,500 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $67,538 | $0 | 2023 |
| Huselton, Morgan And Maultsby | AUDITOR | $26,025 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $760 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Futurewei Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clara, CA
- Capfinancial Partners, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Huselton, Morgan And Maultsby — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation