2023 Form 5500 filing — Coupa Software, Inc. Retirement Trust
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 20240927130053NAL0002126209001) for Coupa Software, Inc. Retirement Trust, reported by Coupa Software, Inc. under EIN 20-4429448 and plan number 001. It reports 2,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927130053NAL0002126209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coupa Software, Inc.
- EIN
- 20-4429448
- Plan number
- 001
- Location
- Foster City, CA
- Participants
- 2,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,732,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,732,523
- Employer contributions
- $6,457,894
- Participant contributions
- $25,032,707
- Total income / additions
- $64,067,932
- Benefits paid
- $18,935,890
- Administrative expenses
- $52,140
- Total expenses
- $19,001,077
- Net increase / (decrease)
- $45,066,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vita Planning Group LLC | PLAN ADMINISTRATOR | $48,091 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $16,193 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,144 | $0 |