2023 Form 5500 filing — Arm, 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 20241009120314NAL0031096640008) for Arm, Inc. 401(K) Savings Plan, reported by Arm, Inc. under EIN 98-0443443 and plan number 001. It reports 1,704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120314NAL0031096640008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arm, Inc.
- EIN
- 98-0443443
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 1,704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $429,354,281
- Net assets (EOY)
- $429,354,281
- Employer contributions
- $14,519,310
- Participant contributions
- $27,889,869
- Total income / additions
- $114,380,894
- Benefits paid
- $21,917,191
- Administrative expenses
- $259,498
- Total expenses
- $22,323,727
- Net increase / (decrease)
- $92,057,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $143,371 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $76,505 | not reported in the loaded dataset |
| Maxwell Locke & Ritter Llp | NONE | $34,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $310 | $0 |