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, Calendly 401(K) Plan is a benefit plan reported by Calendly, LLC under EIN 27-2763491 and plan number 001. The latest loaded filing year is 2023. The filing reports 703 participants and $27,262,362 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,262,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,262,362
- Net assets (BOY)
- $14,038,576
Income & contributions
- Employer contributions
- $3,456,182
- Participant contributions
- $7,151,404
- Total contributions
- $12,653,326
- Total income / additions
- $16,394,349
Expenses & distributions
- Benefits paid
- $3,094,169
- Administrative expenses
- $59,522
- Total expenses
- $3,170,563
- Net increase / (decrease)
- $13,223,786