Smartsheet Inc. 401(K) P/S Plan — Form 5500 plan (Smartsheet 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, Smartsheet Inc. 401(K) P/S Plan is a benefit plan reported by Smartsheet Inc. under EIN 20-2954357 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,278 participants and $204,331,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smartsheet Inc.
EIN
20-2954357
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
3,278
End-of-year plan assets
$204,331,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,278H, C20241005125212NAL0007592819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,331,016
Total liabilities (EOY)
$0
Net assets (EOY)
$204,331,016
Net assets (BOY)
$130,557,654

Income & contributions

Employer contributions
$10,401,251
Participant contributions
$36,072,706
Total contributions
$54,569,014
Total income / additions
$85,074,762

Expenses & distributions

Benefits paid
$10,998,890
Administrative expenses
$277,363
Total expenses
$11,301,400
Net increase / (decrease)
$73,773,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$230,642$02023
Strategic Advisors, Inc.ADVISOR$46,721not reported in the loaded dataset2023

Related Form 5500 pages