The Sphere Institute/Acumen LLC 401(K) Plan — Form 5500 plan (The Sphere Institute)
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, The Sphere Institute/Acumen LLC 401(K) Plan is a benefit plan reported by The Sphere Institute under EIN 91-1748201 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $59,946,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sphere Institute
- EIN
- 91-1748201
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $59,946,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20240730105503NAL0033994688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,946,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,946,157
- Net assets (BOY)
- $45,786,024
Income & contributions
- Employer contributions
- $1,342,774
- Participant contributions
- $5,837,731
- Total contributions
- $7,307,466
- Total income / additions
- $17,431,700
Expenses & distributions
- Benefits paid
- $3,140,210
- Administrative expenses
- $131,357
- Total expenses
- $3,271,567
- Net increase / (decrease)
- $14,160,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Miller Kaplan Arase Llp | ACCOUNTANT | $26,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,970 | $0 | 2023 |
| Hanson Bridgett | LEGAL | $5,513 | not reported in the loaded dataset | 2023 |