Bottomline Technologies 401(K) Plan — Form 5500 plan (Bottomline Technologies, Inc.)
Plain-English plan 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, Bottomline Technologies 401(K) Plan is a benefit plan reported by Bottomline Technologies, Inc. under EIN 02-0433294 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,833 participants and $207,023,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bottomline Technologies, Inc.
- EIN
- 02-0433294
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 1,833
- End-of-year plan assets
- $207,023,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,833 | H, C | 20241004084334NAL0005543891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,023,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,023,730
- Net assets (BOY)
- $169,756,827
Income & contributions
- Employer contributions
- $3,254,457
- Participant contributions
- $14,603,584
- Total contributions
- $19,916,593
- Total income / additions
- $53,514,406
Expenses & distributions
- Benefits paid
- $16,140,406
- Administrative expenses
- $94,034
- Total expenses
- $16,247,503
- Net increase / (decrease)
- $37,266,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Private Wealth LLC | ADVISOR | $82,400 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Group | INVESTMENT ADVISOR | $20,428 | not reported in the loaded dataset | 2023 |
| Boivin & Associates | ACCOUNTANT/AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,724 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bottomline Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Pinnacle Private Wealth LLC — Schedule C compensation
- Wealth Enhancement Group — Schedule C compensation
- Boivin & Associates — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation