2023 Form 5500 filing — Gearbox Software LLC 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 20241010104258NAL0009922067001) for Gearbox Software LLC 401(K) Plan, reported by Gearbox Software LLC under EIN 75-2806132 and plan number 001. It reports 1,140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104258NAL0009922067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gearbox Software LLC
- EIN
- 75-2806132
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 1,140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,073,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,073,548
- Employer contributions
- $4,478,061
- Participant contributions
- $9,756,328
- Total income / additions
- $29,973,457
- Benefits paid
- $3,835,255
- Administrative expenses
- $151,108
- Total expenses
- $3,987,063
- Net increase / (decrease)
- $25,986,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $72,451 | $0 |
| Capfinancial Partners LLC | ADVISOR | $45,771 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $32,886 | not reported in the loaded dataset |