Bamboo Hr LLC 401(K) Plan — Form 5500 plan (Bamboo Hr LLC)

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, Bamboo Hr LLC 401(K) Plan is a benefit plan reported by Bamboo Hr LLC under EIN 26-3008157 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,520 participants and $63,520,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bamboo Hr LLC
EIN
26-3008157
Plan number
001
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
1,520
End-of-year plan assets
$63,520,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,520H, C20241001105346NAL0006633185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,520,130
Total liabilities (EOY)
$0
Net assets (EOY)
$63,520,130
Net assets (BOY)
$40,837,275

Income & contributions

Employer contributions
$6,690,007
Participant contributions
$9,206,307
Total contributions
$16,769,199
Total income / additions
$26,681,065

Expenses & distributions

Benefits paid
$3,733,936
Administrative expenses
$250,627
Total expenses
$3,998,210
Net increase / (decrease)
$22,682,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$134,055$02023
Caliber Wealth Management LLCADVISOR$116,572not reported in the loaded dataset2023

Related Form 5500 pages