2023 Form 5500 filing — Cloudbolt Software, 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 20240927163813NAL0001436259001) for Cloudbolt Software, Inc. 401(K) Plan, reported by Cloudbolt Software, Inc. under EIN 45-5531017 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927163813NAL0001436259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cloudbolt Software, Inc.
- EIN
- 45-5531017
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,914,023
- Total liabilities (EOY)
- $1,286
- Net assets (EOY)
- $5,912,737
- Employer contributions
- $286,990
- Participant contributions
- $729,109
- Total income / additions
- $1,930,640
- Benefits paid
- $1,778,037
- Administrative expenses
- $32,607
- Total expenses
- $1,810,644
- Net increase / (decrease)
- $119,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $31,348 | not reported in the loaded dataset |
| Charles Schwab And Company | CUSTODIAN | $1,250 | $0 |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $10 | not reported in the loaded dataset |