2023 Form 5500 filing — Circle Internet Services, Inc. 401(K) 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 20241009145518NAL0018593009001) for Circle Internet Services, Inc. 401(K) Plan, reported by Circle Internet Services, Inc. Dba Circleci under EIN 45-3590683 and plan number 001. It reports 465 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145518NAL0018593009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Circle Internet Services, Inc. Dba Circleci
- EIN
- 45-3590683
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 465
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,109,474
- Net assets (EOY)
- $15,109,474
- Participant contributions
- $3,245,222
- Total income / additions
- $6,177,791
- Benefits paid
- $2,180,505
- Administrative expenses
- $10,072
- Total expenses
- $2,190,577
- Net increase / (decrease)
- $3,987,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $7,213 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $25 | $0 |
| Charles Schwab & Co., Inc. | NONE | $20 | $0 |