Awesome 401(K) Plan — Form 5500 plan (Awesome)
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, Awesome 401(K) Plan is a benefit plan reported by Awesome under EIN 75-3031560 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $35,675,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Awesome
- EIN
- 75-3031560
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $35,675,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240909114234NAL0004460113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,675,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,675,867
- Net assets (BOY)
- $26,793,049
Income & contributions
- Employer contributions
- $1,020,524
- Participant contributions
- $2,128,868
- Total contributions
- $3,597,247
- Total income / additions
- $9,778,008
Expenses & distributions
- Benefits paid
- $781,681
- Administrative expenses
- $113,509
- Total expenses
- $895,190
- Net increase / (decrease)
- $8,882,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,508 | $0 | 2023 |
| Three Bell Capital | INVESTMENT ADVISORY | $0 | $52,125 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |