2023 Form 5500 filing — Anaplan, Inc. 401k 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 20241016081159NAL0015711811001) for Anaplan, Inc. 401k Plan, reported by Anaplan, Inc. under EIN 27-0897861 and plan number 001. It reports 1,619 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)$103.1MReported net assets$103,082,656
Participants1.6K1,619
Provider compensation$177.9K3 Schedule C row(s)$177,938
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241016081159NAL0015711811001
- Plan sponsor
- Anaplan, Inc.
- EIN
- 27-0897861
- Plan number
- 001
- Location
- San Francisco, 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)$103.1M total assets
Net assets$103.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $103,082,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,082,656
- Employer contributions
- $6,377,024
- Participant contributions
- $17,991,234
- Total income / additions
- $44,515,431
- Benefits paid
- $19,089,939
- Administrative expenses
- $177,923
- Total expenses
- $19,308,787
- Net increase / (decrease)
- $25,206,644
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $99,859 | $0 |
| Silicon Valley Retirement Services | ADVISOR | $47,814 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,265 | not reported in the loaded dataset |