Ericsson Us 401(K) Plan — Form 5500 plan (Ericsson Inc.)
Plain-English plan 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, Ericsson Us 401(K) Plan is a benefit plan reported by Ericsson Inc. under EIN 06-1119960 and plan number 006. The latest loaded filing year is 2023. The filing reports 15,250 participants and $3,539,842,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ericsson Inc.
- EIN
- 06-1119960
- Plan number
- 006
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 15,250
- End-of-year plan assets
- $3,539,842,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,250 | H, C | 20250714163817NAL0000833155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,539,842,303
- Total liabilities (EOY)
- $557,253
- Net assets (EOY)
- $3,539,285,050
- Net assets (BOY)
- $3,152,568,199
Income & contributions
- Employer contributions
- $51,724,150
- Participant contributions
- $79,291,388
- Total contributions
- $133,615,713
- Total income / additions
- $691,962,292
Expenses & distributions
- Benefits paid
- $299,922,117
- Administrative expenses
- $4,764,851
- Total expenses
- $305,245,441
- Net increase / (decrease)
- $386,716,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $2,134,312 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $1,106,618 | $0 | 2023 |
| Jennison Associates | NONE | $616,361 | not reported in the loaded dataset | 2023 |
| Eagle Asset Management | NONE | $394,211 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $326,148 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $197,896 | not reported in the loaded dataset | 2023 |
| Cowen & Company LLC | NONE | $34,992 | not reported in the loaded dataset | 2023 |
| Empower Trust Company, LLC | NONE | $30,364 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ericsson Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Jennison Associates — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Cowen & Company LLC — Schedule C compensation
- Empower Trust Company, LLC — Schedule C compensation