Screenbeam Inc. 401(K) Savings Plan — Form 5500 plan (Screenbeam 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, Screenbeam Inc. 401(K) Savings Plan is a benefit plan reported by Screenbeam Inc. under EIN 84-2325892 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $26,859,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Screenbeam Inc.
- EIN
- 84-2325892
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $26,859,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240814181337NAL0006997875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,859,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,859,703
- Net assets (BOY)
- $24,269,756
Income & contributions
- Employer contributions
- $85,840
- Participant contributions
- $618,016
- Total contributions
- $864,776
- Total income / additions
- $5,552,190
Expenses & distributions
- Benefits paid
- $2,948,866
- Administrative expenses
- $9,907
- Total expenses
- $2,962,243
- Net increase / (decrease)
- $2,589,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Inc | BROKER/ADVISER | $0 | $63,481 | 2023 |
| Screenbeam Inc | OTHER | $26,750 | not reported in the loaded dataset | 2023 |
| Premier Trust Inc | OTHER | $2,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $712 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $107 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Screenbeam Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Securities America Inc — Schedule C compensation
- Screenbeam Inc — Schedule C compensation
- Premier Trust Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation