2023 Form 5500 filing — Twilio 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 20240910152524NAL0010268304001) for Twilio 401(K) Plan, reported by Twilio Inc. under EIN 26-2574840 and plan number 001. It reports 6,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910152524NAL0010268304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twilio Inc.
- EIN
- 26-2574840
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 6,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $505,470,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $505,470,384
- Employer contributions
- $22,143,489
- Participant contributions
- $72,796,427
- Total income / additions
- $191,572,712
- Benefits paid
- $65,553,923
- Administrative expenses
- $326,096
- Total expenses
- $66,127,180
- Net increase / (decrease)
- $125,445,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $225,383 | $0 |
| Three Bell Capital | ADVISOR | $69,843 | not reported in the loaded dataset |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTANT/AUDITOR | $31,120 | not reported in the loaded dataset |