2023 Form 5500 filing — Servicemax, 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 20240806101816NAL0002313265001) for Servicemax, Inc. 401(K) Plan, reported by Servicemax, Inc. under EIN 91-2044080 and plan number 001. It reports 441 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)$0Reported net assets
Participants441
Provider compensation$85.3K2 Schedule C row(s)$85,269
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806101816NAL0002313265001
Plan sponsor
Servicemax, Inc.
EIN
91-2044080
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.

Money in vs. money out
Total income / additions$2M
Total expenses$31.3M
Benefits paid / distributions$31.2M
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Total income / additions
$1,982,179
Benefits paid
$31,180,914
Administrative expenses
$85,269
Total expenses
$31,266,183
Net increase / (decrease)
-$29,284,004
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $68.5K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $16.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806101816NAL0002313265001 cover?
It is the 2023 Form 5500 filing for Servicemax, Inc. 401(K) Plan, reported by Servicemax, Inc. (EIN 91-2044080).
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