Sender, Inc. Retirement Plan — Form 5500 plan (Sender, 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, Sender, Inc. Retirement Plan is a benefit plan reported by Sender, Inc. under EIN 81-1063656 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $4,227,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sender, Inc.
- EIN
- 81-1063656
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, AZ
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $4,227,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241014101543NAL0045589184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,227,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,227,136
- Net assets (BOY)
- $4,285,494
Income & contributions
- Participant contributions
- $1,043,204
- Total contributions
- $1,078,493
- Total income / additions
- $1,835,288
Expenses & distributions
- Benefits paid
- $1,811,624
- Administrative expenses
- $6,720
- Total expenses
- $1,893,646
- Net increase / (decrease)
- -$58,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $0 | $0 | 2023 |
| Morgan Stanley | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Fred Alger Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| John Hancock Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Putnam Mutual Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sender, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in San Francisco, AZ
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Fred Alger Funds — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- John Hancock Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Legg Mason — Schedule C compensation
- Federated Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- American Funds — Schedule C compensation
- Putnam Mutual Funds — Schedule C compensation
- Janus Funds — Schedule C compensation