2023 Form 5500 filing — Climb Global Solutions, Inc. 401(K)
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 20241017121853NAL0016334787001) for Climb Global Solutions, Inc. 401(K), reported by Climb Global Solutions, Inc. under EIN 13-3136104 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017121853NAL0016334787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Climb Global Solutions, Inc.
- EIN
- 13-3136104
- Plan number
- 001
- Location
- Eatontown, NJ
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,947,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,947,163
- Employer contributions
- $476,899
- Participant contributions
- $1,319,862
- Total income / additions
- $4,126,058
- Benefits paid
- $634,220
- Administrative expenses
- $120,831
- Total expenses
- $755,051
- Net increase / (decrease)
- $3,371,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,679 | $0 |
| Resources Investment Advisors Inc | NONE | $43,156 | not reported in the loaded dataset |