The Myers-Briggs Company 401(K) Retirement Savings Plan — Form 5500 plan (The Myers-Briggs Company)
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 Myers-Briggs Company 401(K) Retirement Savings Plan is a benefit plan reported by The Myers-Briggs Company under EIN 94-1337736 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $28,791,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Myers-Briggs Company
- EIN
- 94-1337736
- Plan number
- 002
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $28,791,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240725101357NAL0023784864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,791,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,791,954
- Net assets (BOY)
- $26,598,080
Income & contributions
- Employer contributions
- $611,860
- Participant contributions
- $1,704,735
- Total contributions
- $2,347,274
- Total income / additions
- $6,871,574
Expenses & distributions
- Benefits paid
- $4,610,623
- Administrative expenses
- $57,374
- Total expenses
- $4,677,700
- Net increase / (decrease)
- $2,193,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,729 | $0 | 2023 |
| Sensiba Llp | ACCOUNTANT | $14,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,145 | not reported in the loaded dataset | 2023 |