2023 Form 5500 filing — Screenbeam Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814181337NAL0006997875001) for Screenbeam Inc. 401(K) Savings Plan, reported by Screenbeam Inc. under EIN 84-2325892 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814181337NAL0006997875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Screenbeam Inc.
- EIN
- 84-2325892
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,859,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,859,703
- Employer contributions
- $85,840
- Participant contributions
- $618,016
- Total income / additions
- $5,552,190
- Benefits paid
- $2,948,866
- Administrative expenses
- $9,907
- Total expenses
- $2,962,243
- Net increase / (decrease)
- $2,589,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Inc | BROKER/ADVISER | $0 | $63,481 |
| Screenbeam Inc | OTHER | $26,750 | not reported in the loaded dataset |
| Premier Trust Inc | OTHER | $2,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $712 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $107 | not reported in the loaded dataset |