Plan5500

Siteimprove, Inc. 401(K) Plan — Form 5500 plan (Siteimprove, 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, Siteimprove, Inc. 401(K) Plan is a benefit plan reported by Siteimprove, Inc. under EIN 20-3425009 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $13,722,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Siteimprove, Inc.
EIN
20-3425009
Plan number
001
Plan type
2
Location
Bloomington, MN
Latest filing year
2023
Participants
335
End-of-year plan assets
$13,722,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241010094959NAL0020781569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,722,687
Total liabilities (EOY)
$6,749
Net assets (EOY)
$13,715,938
Net assets (BOY)
$9,987,173

Income & contributions

Employer contributions
$1,020,707
Participant contributions
$1,986,094
Total contributions
$3,516,705
Total income / additions
$5,637,681

Expenses & distributions

Benefits paid
$1,861,514
Administrative expenses
$46,628
Total expenses
$1,908,916
Net increase / (decrease)
$3,728,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMI$46,478$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$23,7602023
Morningstar Investment Mgmt LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages