Dynamo Software Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Dynamo Software, 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, Dynamo Software Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Dynamo Software, Inc. under EIN 04-3502101 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $16,734,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dynamo Software, Inc.
EIN
04-3502101
Plan number
001
Plan type
2
Location
Watertown, MA
Latest filing year
2023
Participants
192
End-of-year plan assets
$16,734,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241014092313NAL0014696131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,734,601
Total liabilities (EOY)
$0
Net assets (EOY)
$16,734,601
Net assets (BOY)
$12,163,104

Income & contributions

Employer contributions
$1,012,673
Participant contributions
$1,936,560
Total contributions
$3,343,576
Total income / additions
$5,544,623

Expenses & distributions

Benefits paid
$933,285
Administrative expenses
$39,841
Total expenses
$973,126
Net increase / (decrease)
$4,571,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For Business, LLCRECORDKEEPER$39,841not reported in the loaded dataset2023

Related Form 5500 pages