Sb Us 401(K) Plan — Form 5500 plan (Sb Investment Advisers (Us) 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, Sb Us 401(K) Plan is a benefit plan reported by Sb Investment Advisers (Us) Inc. under EIN 81-4760418 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $94,340,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sb Investment Advisers (Us) Inc.
- EIN
- 81-4760418
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $94,340,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241015094119NAL0047233792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,340,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,340,363
- Net assets (BOY)
- $64,944,267
Income & contributions
- Employer contributions
- $8,178,032
- Participant contributions
- $7,833,765
- Total contributions
- $24,850,513
- Total income / additions
- $39,635,712
Expenses & distributions
- Benefits paid
- $9,965,661
- Administrative expenses
- $262,422
- Total expenses
- $10,239,616
- Net increase / (decrease)
- $29,396,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisors Insurance Company | RECORDKEEPER | $75,894 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $74,327 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins. Services | CONTRACT ADMIN | $59,194 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sb Investment Advisers (Us) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Empower Advisors Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cbiz Benefits & Ins. Services — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation