2023 Form 5500 filing — Svb Financial Group 401(K) And Employee Stock Ownership 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 20241230174548NAL0010285443001) for Svb Financial Group 401(K) And Employee Stock Ownership Plan, reported by Svb Financial Group under EIN 91-1962278 and plan number 001. It reports 7,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230174548NAL0010285443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Svb Financial Group
- EIN
- 91-1962278
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 7,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,196,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,196,016
- Employer contributions
- $17,150,507
- Participant contributions
- $36,407,258
- Total income / additions
- $65,355,865
- Benefits paid
- $1,249,501,278
- Administrative expenses
- $876,381
- Total expenses
- $1,250,739,643
- Net increase / (decrease)
- -$1,185,383,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $395,367 | $0 |
| Vanguard Advisers Inc. | NONE | $206,247 | not reported in the loaded dataset |
| Trucker Huss, A Professional Corp | NONE | $196,782 | not reported in the loaded dataset |
| Newfront Retirement Services Inc | NONE | $45,934 | not reported in the loaded dataset |
| Moss Adams | NONE | $37,750 | not reported in the loaded dataset |