Arcserve 401(K) Plan — Form 5500 plan (Arcserve (Usa), LLC)
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, Arcserve 401(K) Plan is a benefit plan reported by Arcserve (Usa), LLC under EIN 47-1155028 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $23,978,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arcserve (Usa), LLC
- EIN
- 47-1155028
- Plan number
- 001
- Plan type
- 2
- Location
- Hermosa Beach, CA
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $23,978,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241121170419NAL0000473571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,978,034
- Total liabilities (EOY)
- $56,500
- Net assets (EOY)
- $23,921,534
- Net assets (BOY)
- $22,027,902
Income & contributions
- Employer contributions
- $709,025
- Participant contributions
- $1,586,932
- Total contributions
- $2,640,754
- Total income / additions
- $6,415,077
Expenses & distributions
- Benefits paid
- $4,407,334
- Administrative expenses
- $114,111
- Total expenses
- $4,521,445
- Net increase / (decrease)
- $1,893,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | OTHER | $80,151 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,186 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,774 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arcserve (Usa), LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hermosa Beach, CA
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation