Bloomreach, Inc. 401(K) Plan & Trust — Form 5500 plan (Bloomreach, 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, Bloomreach, Inc. 401(K) Plan & Trust is a benefit plan reported by Bloomreach, Inc. under EIN 26-4237993 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $19,340,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bloomreach, Inc.
EIN
26-4237993
Plan number
001
Plan type
2
Location
Mountain View, CA
Latest filing year
2023
Participants
413
End-of-year plan assets
$19,340,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241014142517NAL0046346608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,340,468
Total liabilities (EOY)
$0
Net assets (EOY)
$19,340,468
Net assets (BOY)
$13,528,096

Income & contributions

Employer contributions
$246,769
Participant contributions
$3,559,469
Total contributions
$4,814,060
Total income / additions
$7,934,876

Expenses & distributions

Benefits paid
$2,047,280
Administrative expenses
$75,224
Total expenses
$2,122,504
Net increase / (decrease)
$5,812,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$44,116$02023
Newfront Retirement Services, Inc.INVESTMENT ADVISOR$31,064not reported in the loaded dataset2023

Related Form 5500 pages