Squaretrade, Inc. 401(K) Plan — Form 5500 plan (Squaretrade, 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, Squaretrade, Inc. 401(K) Plan is a benefit plan reported by Squaretrade, Inc. under EIN 94-3340669 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $59,233,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Squaretrade, Inc.
EIN
94-3340669
Plan number
001
Plan type
2
Location
Brisbane, CA
Latest filing year
2023
Participants
836
End-of-year plan assets
$59,233,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023836H, C20241011162220NAL0022319809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,233,633
Total liabilities (EOY)
$0
Net assets (EOY)
$59,233,633
Net assets (BOY)
$43,873,596

Income & contributions

Employer contributions
$3,310,160
Participant contributions
$6,088,854
Total contributions
$10,623,743
Total income / additions
$19,787,676

Expenses & distributions

Benefits paid
$4,349,197
Administrative expenses
$48,681
Total expenses
$4,427,639
Net increase / (decrease)
$15,360,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,647$02023
Strategic Advisors, Inc.ADVISOR$5,034not reported in the loaded dataset2023

Related Form 5500 pages