2023 Form 5500 filing — Huawei Usa 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 20241011170212NAL0012787571005) for Huawei Usa 401(K) Plan, reported by Futurewei Technologies, Inc. under EIN 75-2923245 and plan number 001. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170212NAL0012787571005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Futurewei Technologies, Inc.
- EIN
- 75-2923245
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,543,761
- Net assets (EOY)
- $209,543,761
- Employer contributions
- $1,687,159
- Participant contributions
- $5,258,992
- Total income / additions
- $42,806,628
- Benefits paid
- $23,482,751
- Administrative expenses
- $177,642
- Total expenses
- $23,661,466
- Net increase / (decrease)
- $19,145,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $82,500 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $67,538 | $0 |
| Huselton, Morgan And Maultsby | AUDITOR | $26,025 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $760 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |