2023 Form 5500 filing — Dynamo Software Inc 401(K) Profit Sharing Plan And 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 20241014092313NAL0014696131001) for Dynamo Software Inc 401(K) Profit Sharing Plan And Trust, reported by Dynamo Software, Inc. under EIN 04-3502101 and plan number 001. It reports 192 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)$16.7MReported net assets$16,734,601
Participants192
Provider compensation$39.8K1 Schedule C row(s)$39,841
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014092313NAL0014696131001
- Plan sponsor
- Dynamo Software, Inc.
- EIN
- 04-3502101
- Plan number
- 001
- Location
- Watertown, MA
- 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)$16.7M total assets
Net assets$16.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,734,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,734,601
- Employer contributions
- $1,012,673
- Participant contributions
- $1,936,560
- Total income / additions
- $5,544,623
- Benefits paid
- $933,285
- Administrative expenses
- $39,841
- Total expenses
- $973,126
- Net increase / (decrease)
- $4,571,497
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Betterment For Business, LLC | RECORDKEEPER | $39,841 | not reported in the loaded dataset |