2023 Form 5500 filing — Bottomline Technologies 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 20241004084334NAL0005543891001) for Bottomline Technologies 401(K) Plan, reported by Bottomline Technologies, Inc. under EIN 02-0433294 and plan number 001. It reports 1,833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004084334NAL0005543891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bottomline Technologies, Inc.
- EIN
- 02-0433294
- Plan number
- 001
- Location
- Portsmouth, NH
- Participants
- 1,833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,023,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,023,730
- Employer contributions
- $3,254,457
- Participant contributions
- $14,603,584
- Total income / additions
- $53,514,406
- Benefits paid
- $16,140,406
- Administrative expenses
- $94,034
- Total expenses
- $16,247,503
- Net increase / (decrease)
- $37,266,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Private Wealth LLC | ADVISOR | $82,400 | not reported in the loaded dataset |
| Wealth Enhancement Group | INVESTMENT ADVISOR | $20,428 | not reported in the loaded dataset |
| Boivin & Associates | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,724 | $0 |