How many benefit plans does Planview, Inc. report on Form 5500?

Planview, Inc. (EIN 74-2548407) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Planview, Inc.?

The Employer Identification Number (EIN) reported for Planview, Inc. is 74-2548407.

What is the latest Form 5500 filing year for Planview, Inc.?

The latest loaded Form 5500 filing year for Planview, Inc. is 2023.

Planview, 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, Planview, Inc. (EIN 74-2548407) is a plan sponsor located in Austin, 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: 74-2548407
Location: Austin, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $107,041,543
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $107,041,543

Contributions & income

Employer contributions: $3,003,463
Participant contributions: $9,076,539
Total income / additions: $30,404,857

Expenses & distributions

Benefits paid / distributions: $10,264,892
Total expenses: $10,435,913
Net increase / (decrease): $19,968,944

Coverage

Total reported participants: 1,731
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Planview, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Planview, Inc. 401(K) Retirement Plan	001	1,051	$107,041,543	2023
Planview, Inc. Welfare Benefits Plan	511	680	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Planview, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Planview, Inc. Welfare Benefits Plan	680	—	20240616234144NAL0000654019001
2023	Planview, Inc. 401(K) Retirement Plan	1,051	H, C	20240722173701NAL0010407505001