2023 Form 5500 filing — Tipalti 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 20240828051204NAL0006632723001) for Tipalti 401(K) Plan, reported by Tipalti, Inc. under EIN 46-2121493 and plan number 001. It reports 404 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)$14.7MReported net assets$14,667,100
Participants404
Provider compensation$6.5K2 Schedule C row(s)$6,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828051204NAL0006632723001
Plan sponsor
Tipalti, Inc.
EIN
46-2121493
Plan number
001
Location
Foster City, 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)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$871.4K
Participant$3.2M
Full reported line items
Total assets (EOY)
$14,667,100
Total liabilities (EOY)
$0
Net assets (EOY)
$14,667,100
Employer contributions
$871,414
Participant contributions
$3,155,836
Total income / additions
$6,535,364
Benefits paid
$1,570,880
Administrative expenses
$6,514
Total expenses
$1,606,676
Net increase / (decrease)
$4,928,688
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $6.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828051204NAL0006632723001 cover?
It is the 2023 Form 5500 filing for Tipalti 401(K) Plan, reported by Tipalti, Inc. (EIN 46-2121493).
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