2023 Form 5500 filing — Phunware 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 20241015164956NAL0015110915001) for Phunware Inc 401(K) Plan, reported by Phunware Inc under EIN 26-4413774 and plan number 001. It reports 184 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)$5MReported net assets$4,961,532
Participants184
Provider compensation$26.3K2 Schedule C row(s)$26,307
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015164956NAL0015110915001
Plan sponsor
Phunware Inc
EIN
26-4413774
Plan number
001
Location
Austin, TX
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
EmployerNot reported
Participant$515.2K
Full reported line items
Total assets (EOY)
$4,961,532
Total liabilities (EOY)
$0
Net assets (EOY)
$4,961,532
Participant contributions
$515,224
Total income / additions
$1,423,780
Benefits paid
$1,039,883
Administrative expenses
$26,308
Total expenses
$1,090,789
Net increase / (decrease)
$332,991
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015164956NAL0015110915001 cover?
It is the 2023 Form 5500 filing for Phunware Inc 401(K) Plan, reported by Phunware Inc (EIN 26-4413774).
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