Svb Financial Group 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Svb Financial Group)
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, Svb Financial Group 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Svb Financial Group under EIN 91-1962278 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,926 participants and $2,196,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Svb Financial Group
- EIN
- 91-1962278
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 7,926
- End-of-year plan assets
- $2,196,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,926 | H, C | 20241230174548NAL0010285443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,196,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,196,016
- Net assets (BOY)
- $1,187,579,794
Income & contributions
- Employer contributions
- $17,150,507
- Participant contributions
- $36,407,258
- Total contributions
- $61,041,572
- Total income / additions
- $65,355,865
Expenses & distributions
- Benefits paid
- $1,249,501,278
- Administrative expenses
- $876,381
- Total expenses
- $1,250,739,643
- Net increase / (decrease)
- -$1,185,383,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $395,367 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $206,247 | not reported in the loaded dataset | 2023 |
| Trucker Huss, A Professional Corp | NONE | $196,782 | not reported in the loaded dataset | 2023 |
| Newfront Retirement Services Inc | NONE | $45,934 | not reported in the loaded dataset | 2023 |
| Moss Adams | NONE | $37,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Svb Financial Group
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Trucker Huss, A Professional Corp — Schedule C compensation
- Newfront Retirement Services Inc — Schedule C compensation
- Moss Adams — Schedule C compensation