Jama Software, Inc 401(K) Plan — Form 5500 plan (Jama 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, Jama Software, Inc 401(K) Plan is a benefit plan reported by Jama Software, Inc under EIN 20-8580887 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $22,825,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jama Software, Inc
EIN
20-8580887
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
306
End-of-year plan assets
$22,825,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20240813133908NAL0005809395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,825,633
Total liabilities (EOY)
$0
Net assets (EOY)
$22,825,633
Net assets (BOY)
$16,834,013

Income & contributions

Employer contributions
$1,097,777
Participant contributions
$2,253,118
Total contributions
$3,567,562
Total income / additions
$7,182,163

Expenses & distributions

Benefits paid
$1,113,592
Administrative expenses
$76,951
Total expenses
$1,190,543
Net increase / (decrease)
$5,991,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisor LLCNONE$73,816not reported in the loaded dataset2023
Ascensus LLCNONE$3,135$19,5522023

Related Form 5500 pages