2023 Form 5500 filing — Smartbear 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 20241015084204NAL0027852849001) for Smartbear Software, Inc. 401(K) Plan, reported by Smartbear Software, Inc. under EIN 94-3340607 and plan number 001. It reports 634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084204NAL0027852849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smartbear Software, Inc.
- EIN
- 94-3340607
- Plan number
- 001
- Location
- Somerville, MA
- Participants
- 634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,022,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,022,903
- Employer contributions
- $1,104,289
- Participant contributions
- $3,425,456
- Total income / additions
- $10,011,132
- Benefits paid
- $3,725,411
- Administrative expenses
- $76,973
- Total expenses
- $3,829,447
- Net increase / (decrease)
- $6,181,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $36,348 | $0 |
| Coastal Capital Group, Inc. | INVESTMENT/FINANCIAL ADVI | $33,084 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,540 | $0 |