C3.Ai, Inc. 401(K) Plan — Form 5500 plan (C3.Ai, 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, C3.Ai, Inc. 401(K) Plan is a benefit plan reported by C3.Ai, Inc. under EIN 26-3999357 and plan number 001. The latest loaded filing year is 2023. The filing reports 898 participants and $43,875,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C3.Ai, Inc.
EIN
26-3999357
Plan number
001
Plan type
2
Location
Redwood City, CA
Latest filing year
2023
Participants
898
End-of-year plan assets
$43,875,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023898H, C20241014194620NAL0015488659002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,875,201
Net assets (EOY)
$43,875,201
Net assets (BOY)
$28,537,831

Income & contributions

Participant contributions
$10,425,441
Total contributions
$11,131,775
Total income / additions
$17,672,867

Expenses & distributions

Benefits paid
$2,248,174
Administrative expenses
$87,323
Total expenses
$2,335,497
Net increase / (decrease)
$15,337,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$38,297not reported in the loaded dataset2023
Silicon Valley Accountancy CorNONE$21,330not reported in the loaded dataset2023
Wespac Advisors LLCNONE$12,500not reported in the loaded dataset2023
Charles Schwab & Co., IncNONE$200$02023

Related Form 5500 pages