Climb Global Solutions, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Climb Global Solutions, Inc. (EIN 13-3136104) is a plan sponsor located in Eatontown, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3136104
Location
Eatontown, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,947,163
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,947,163

Contributions & income

Employer contributions
$476,899
Participant contributions
$1,319,862
Total income / additions
$4,126,058

Expenses & distributions

Benefits paid / distributions
$634,220
Total expenses
$755,051
Net increase / (decrease)
$3,371,007

Coverage

Total reported participants
233
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Climb Global Solutions, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Climb Global Solutions, Inc. 401(K)001233$14,947,1632023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Climb Global Solutions, Inc.
YearPlanParticipantsSchedulesFiling
2023Climb Global Solutions, Inc. 401(K)233H, C20241017121853NAL0016334787001

Related Form 5500 pages