2023 Form 5500 filing — Instabase 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 20240904083529NAL0009661171001) for Instabase 401(K) Plan, reported by Instabase under EIN 47-3401215 and plan number 001. It reports 249 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)$9.3MReported net assets$9,287,279
Participants249
Provider compensation$2201 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904083529NAL0009661171001
Plan sponsor
Instabase
EIN
47-3401215
Plan number
001
Location
San Francisco, 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)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$283.1K
Participant$2.8M
Full reported line items
Total assets (EOY)
$9,287,279
Total liabilities (EOY)
$0
Net assets (EOY)
$9,287,279
Employer contributions
$283,073
Participant contributions
$2,825,158
Total income / additions
$4,686,790
Benefits paid
$1,996,589
Administrative expenses
$220
Total expenses
$2,002,615
Net increase / (decrease)
$2,684,175
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $220 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904083529NAL0009661171001 cover?
It is the 2023 Form 5500 filing for Instabase 401(K) Plan, reported by Instabase (EIN 47-3401215).
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