Xactly Corporation 401(K) Plan — Form 5500 plan (Xactly Corporation)
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, Xactly Corporation 401(K) Plan is a benefit plan reported by Xactly Corporation under EIN 11-3744289 and plan number 001. The latest loaded filing year is 2023. The filing reports 937 participants and $44,261,403 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44.3MPlan net assets, end of year$44,261,403
Participants937Covered participants reported
Assets / participant$47.2KComputed: assets ÷ participants$47,237 (computed)
Provider compensation$130.9K4 Schedule C provider row(s)$130,892
- Plan sponsor
- Xactly Corporation
- EIN
- 11-3744289
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 937 | H, C | 20241004132608NAL0019688928001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44.3M total assets
Net assets$44.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $44,261,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,261,403
- Net assets (BOY)
- $37,720,305
Income & contributions
- Employer contributions
- $956,214
- Participant contributions
- $3,792,164
- Total contributions
- $5,507,227
- Total income / additions
- $12,936,721
Expenses & distributions
- Benefits paid
- $6,236,873
- Administrative expenses
- $130,492
- Total expenses
- $6,395,623
- Net increase / (decrease)
- $6,541,098
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $104,592 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $900 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xactly Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Gatos, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation