401k Plan data: STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN plan

STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN
Plan identification number	002

STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STATE STREET DISCOUNT INC has sponsored the creation of one or more 401k plans.

Company Name: STATE STREET DISCOUNT INC

Employer identification number (EIN): 020275301

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LORI RISMAN 2024-06-21
002 2022-01-01 LORI RISMAN 2023-05-15
002 2021-01-01 LORI RISMAN 2022-06-22
002 2020-01-01 LORI RISMAN 2021-07-01
002 2019-01-01 LORI RISMAN 2020-06-30
002 2018-01-01 LORI RISMAN 2019-07-02
002 2017-01-01 LORI RISMAN 2018-07-06
002 2016-01-01 LORI RISMAN 2017-07-07
002 2015-01-01 LORI RISMAN 2016-06-30
002 2014-01-01 LORI RISMAN 2015-07-13
002 2013-01-01 LORI RISMAN 2014-07-11
002 2012-01-01 LORI RISMAN 2013-07-09
002 2011-01-01 LORI RISMAN 2012-07-09
002 2010-01-01 LORI RISMAN 2011-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LORI RISMAN	2024-06-21
002	2022-01-01	LORI RISMAN	2023-05-15
002	2021-01-01	LORI RISMAN	2022-06-22
002	2020-01-01	LORI RISMAN	2021-07-01
002	2019-01-01	LORI RISMAN	2020-06-30
002	2018-01-01	LORI RISMAN	2019-07-02
002	2017-01-01	LORI RISMAN	2018-07-06
002	2016-01-01	LORI RISMAN	2017-07-07
002	2015-01-01	LORI RISMAN	2016-06-30
002	2014-01-01	LORI RISMAN	2015-07-13
002	2013-01-01	LORI RISMAN	2014-07-11
002	2012-01-01	LORI RISMAN	2013-07-09
002	2011-01-01	LORI RISMAN	2012-07-09
002	2010-01-01	LORI RISMAN	2011-06-22

Financial Data on STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN

Measure	Date	Value
2025 : STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-26	0
Total expenses incurred by plan in this plan year	2025-06-26	102382
Net assets as of the end of the plan year	2025-06-26	4325572
Total assets as of the beginning of the plan year	2025-06-26	3713472
Value of plan covered by a fidelity bond	2025-06-26	1000000
Participant contributions to plan in this plan year	2025-06-26	89727
Value of participant loans at end of plan year	2025-06-26	9340
Other expenses paid from plan in this plan year	2025-06-26	0
Other contributions to plan in this plan year	2025-06-26	0
Other income to plan in this plan year	2025-06-26	613031
Plan net income in this plan year	2025-06-26	612100
Net assets as of the end of the plan year	2025-06-26	4325572
Net assets as of the beginning of the plan year	2025-06-26	3713472
Employer contributions to plan in this plan year	2025-06-26	11724
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-26	334
2024 : STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-21	0
Total liabilities as of the beginning of the plan year	2024-06-21	0
Total expenses incurred by plan in this plan year	2024-06-21	842663
Net assets as of the end of the plan year	2024-06-21	3713472
Total assets as of the beginning of the plan year	2024-06-21	3654074
Value of plan covered by a fidelity bond	2024-06-21	1000000
Participant contributions to plan in this plan year	2024-06-21	107786
Value of participant loans at end of plan year	2024-06-21	16923
Other income to plan in this plan year	2024-06-21	773232
Plan net income in this plan year	2024-06-21	59398
Net assets as of the end of the plan year	2024-06-21	3713472
Net assets as of the beginning of the plan year	2024-06-21	3654074
Employer contributions to plan in this plan year	2024-06-21	21043
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-21	101
2022 : STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-06-22	0
Total expenses incurred by plan in this plan year	2022-06-22	29260
Net assets as of the end of the plan year	2022-06-22	4870318
Total assets as of the beginning of the plan year	2022-06-22	4223063
Value of plan covered by a fidelity bond	2022-06-22	1000000
Participant contributions to plan in this plan year	2022-06-22	125305
Value of participant loans at end of plan year	2022-06-22	26145
Other income to plan in this plan year	2022-06-22	526384
Plan net income in this plan year	2022-06-22	647255
Net assets as of the end of the plan year	2022-06-22	4870318
Net assets as of the beginning of the plan year	2022-06-22	4223063
Employer contributions to plan in this plan year	2022-06-22	24826
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-22	200

Potentially related plans

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Company Name:	STATE STREET DISCOUNT INC
Employer identification number (EIN):	020275301
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services