2023 Form 5500 filing — Cardlytics 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 20241010085101NAL0011310995001) for Cardlytics 401(K) Plan, reported by Cardlytics, Inc. under EIN 26-3039436 and plan number 001. It reports 624 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)$38.7MReported net assets$38,696,513
Participants624
Provider compensation$43.5K1 Schedule C row(s)$43,462
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010085101NAL0011310995001
Plan sponsor
Cardlytics, Inc.
EIN
26-3039436
Plan number
001
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$38.7M total assets
Net assets$38.7MLiabilities$0
Money in vs. money out
Total income / additions$13.5M
Total expenses$6.1M
Benefits paid / distributions$6M
Contributions
Employer$1.3M
Participant$5.4M
Full reported line items
Total assets (EOY)
$38,696,513
Total liabilities (EOY)
$0
Net assets (EOY)
$38,696,513
Employer contributions
$1,330,688
Participant contributions
$5,405,063
Total income / additions
$13,493,835
Benefits paid
$5,959,170
Administrative expenses
$46,848
Total expenses
$6,061,865
Net increase / (decrease)
$7,431,970
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $43.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010085101NAL0011310995001 cover?
It is the 2023 Form 5500 filing for Cardlytics 401(K) Plan, reported by Cardlytics, Inc. (EIN 26-3039436).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages