2023 Form 5500 filing — Usertesting 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 20241120130054NAL0003628289001) for Usertesting 401(K) Plan, reported by Userzoom Technologies, Inc. under EIN 81-1789048 and plan number 004. It reports 269 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)$62.5MReported net assets$62,542,739
Participants269
Provider compensation$30.5K2 Schedule C row(s)$30,469
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241120130054NAL0003628289001
- Plan sponsor
- Userzoom Technologies, Inc.
- EIN
- 81-1789048
- Plan number
- 004
- Location
- Los Gatos, 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)$62.5M total assets
Net assets$62.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $62,542,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,542,739
- Employer contributions
- $2,308,218
- Participant contributions
- $4,818,018
- Total income / additions
- $12,071,766
- Benefits paid
- $3,597,942
- Administrative expenses
- $32,466
- Total expenses
- $3,643,927
- Net increase / (decrease)
- $8,427,839
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baybridge Capital Group LLC | ADVISOR | $18,937 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,532 | $0 |