2023 Form 5500 filing — Medallia, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716155759NAL0001756931001) for Medallia, Inc. 401(K) Plan, reported by Medallia, Inc. under EIN 77-0558353 and plan number 001. It reports 2,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$183.1MReported net assets$183,128,509
Participants2.2K2,164
Provider compensation$147.1K2 Schedule C row(s)$147,145
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716155759NAL0001756931001
Plan sponsor
Medallia, Inc.
EIN
77-0558353
Plan number
001
Location
Pleasanton, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$183.1M total assets
Net assets$183.1MLiabilities$0
Money in vs. money out
Total income / additions$58.3M
Total expenses$20.6M
Benefits paid / distributions$20.4M
Contributions
Employer$4.9M
Participant$21.3M
Full reported line items
Total assets (EOY)
$183,128,509
Total liabilities (EOY)
$0
Net assets (EOY)
$183,128,509
Employer contributions
$4,929,119
Participant contributions
$21,304,270
Total income / additions
$58,321,320
Benefits paid
$20,425,326
Administrative expenses
$147,145
Total expenses
$20,573,702
Net increase / (decrease)
$37,747,618
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $119.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $27.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716155759NAL0001756931001 cover?
It is the 2023 Form 5500 filing for Medallia, Inc. 401(K) Plan, reported by Medallia, Inc. (EIN 77-0558353).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages