F5, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (F5, 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, F5, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by F5, Inc. under EIN 91-1714307 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,712 participants and $907,191,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F5, Inc.
- EIN
- 91-1714307
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 4,712
- End-of-year plan assets
- $907,191,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,712 | H, C | 20241014154911NAL0045178400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $907,191,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $907,191,449
- Net assets (BOY)
- $745,344,016
Income & contributions
- Employer contributions
- $12,592,183
- Participant contributions
- $62,737,068
- Total contributions
- $84,634,133
- Total income / additions
- $254,623,892
Expenses & distributions
- Benefits paid
- $92,283,360
- Administrative expenses
- $396,859
- Total expenses
- $92,776,459
- Net increase / (decrease)
- $161,847,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $150,528 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $142,499 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Managemen | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset | 2023 |
| Clark Nuber | ACCOUNTANT/AUDITOR | $28,138 | not reported in the loaded dataset | 2023 |
| David Wright Tremaine Llp | ATTORNEY/LEGAL | $5,694 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for F5, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Rbc Wealth Managemen — Schedule C compensation
- Clark Nuber — Schedule C compensation
- David Wright Tremaine Llp — Schedule C compensation