Mavenir Systems, Inc. 401(K) Retirement Plan — Form 5500 plan (Mavenir Systems, 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, Mavenir Systems, Inc. 401(K) Retirement Plan is a benefit plan reported by Mavenir Systems, Inc. under EIN 61-1489105 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,196 participants and $164,342,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mavenir Systems, Inc.
- EIN
- 61-1489105
- Plan number
- 002
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $164,342,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H, C | 20240814152823NAL0006589651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,342,911
- Total liabilities (EOY)
- $462,458
- Net assets (EOY)
- $163,880,453
- Net assets (BOY)
- $139,380,486
Income & contributions
- Employer contributions
- $1,801,697
- Participant contributions
- $5,659,729
- Total contributions
- $8,072,034
- Total income / additions
- $46,087,866
Expenses & distributions
- Benefits paid
- $21,267,293
- Administrative expenses
- $320,606
- Total expenses
- $21,587,899
- Net increase / (decrease)
- $24,499,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,720 | $0 | 2023 |
| Captrust | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $28,645 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | ACCOUNTANT/AUDITOR | $13,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mavenir Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Fidelity Investments Institutional — Schedule C compensation
- Captrust — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation