2023 Form 5500 filing — Xactly Corporation 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 20241004132608NAL0019688928001) for Xactly Corporation 401(K) Plan, reported by Xactly Corporation under EIN 11-3744289 and plan number 001. It reports 937 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)$44.3MReported net assets$44,261,403
Participants937
Provider compensation$130.9K4 Schedule C row(s)$130,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004132608NAL0019688928001
- Plan sponsor
- Xactly Corporation
- EIN
- 11-3744289
- Plan number
- 001
- Location
- Los Gatos, CA
- Received date
- not reported in the loaded dataset
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)$44.3M total assets
Net assets$44.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,261,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,261,403
- Employer contributions
- $956,214
- Participant contributions
- $3,792,164
- Total income / additions
- $12,936,721
- Benefits paid
- $6,236,873
- Administrative expenses
- $130,492
- Total expenses
- $6,395,623
- Net increase / (decrease)
- $6,541,098
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,592 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $900 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |