Alkami Technology, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Alkami Technology, Inc. (EIN 45-3060776) is a plan sponsor located in Plano, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-3060776
Location
Plano, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Alkami Technology, Inc.

  • 2 loaded plans hold $56.9M in reported assets.
  • The largest, Alkami Technology, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,909 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.9MSummed across loaded plans$56,932,998
Total reported assets$56.9M$56,932,998
Total reported participants1.9K1,909
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.9M total assets
Net assets$56.9MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$10.1M
Total income / additions$23.2M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$18M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Alkami Technology, Inc. 401(K) Plan
Participants per plan955Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1,023 participants · 2023
  2. 2
    Alkami Technology, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 886 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Alkami Technology, Inc.. Open one for its full reported snapshot.

  1. 2023
    Alkami Technology, Inc. Employee Benefit Plan886 participants · 2No schedules
    View filing →
  2. 2023
    Alkami Technology, Inc. 401(K) Plan1,023 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Alkami Technology, Inc. report on Form 5500?
Alkami Technology, Inc. (EIN 45-3060776) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Alkami Technology, Inc.?
The Employer Identification Number (EIN) reported for Alkami Technology, Inc. is 45-3060776.
What is the latest Form 5500 filing year for Alkami Technology, Inc.?
The latest loaded Form 5500 filing year for Alkami Technology, Inc. is 2023.

Related Form 5500 pages