Coupa Software, Inc. Retirement Trust — Form 5500 plan (Coupa 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, Coupa Software, Inc. Retirement Trust is a benefit plan reported by Coupa Software, Inc. under EIN 20-4429448 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,415 participants and $179,732,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coupa Software, Inc.
EIN
20-4429448
Plan number
001
Plan type
2
Location
Foster City, CA
Latest filing year
2023
Participants
2,415
End-of-year plan assets
$179,732,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,415H, C20240927130053NAL0002126209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$179,732,523
Total liabilities (EOY)
$0
Net assets (EOY)
$179,732,523
Net assets (BOY)
$134,665,668

Income & contributions

Employer contributions
$6,457,894
Participant contributions
$25,032,707
Total contributions
$34,537,976
Total income / additions
$64,067,932

Expenses & distributions

Benefits paid
$18,935,890
Administrative expenses
$52,140
Total expenses
$19,001,077
Net increase / (decrease)
$45,066,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vita Planning Group LLCPLAN ADMINISTRATOR$48,091not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$16,193not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$12,144$02023

Related Form 5500 pages