Usertesting 401(K) Plan — Form 5500 plan (Userzoom Technologies, 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, Usertesting 401(K) Plan is a benefit plan reported by Userzoom Technologies, Inc. under EIN 33-1169467 and plan number 004. The latest loaded filing year is 2023. The filing reports 269 participants and $62,542,739 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.5MPlan net assets, end of year$62,542,739
Participants269Covered participants reported
Assets / participant$232.5KComputed: assets ÷ participants$232,501 (computed)
Provider compensation$30.5K2 Schedule C provider row(s)$30,469
Plan sponsor
Userzoom Technologies, Inc.
EIN
33-1169467
Plan number
004
Plan type
2
Location
Los Gatos, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241015185809NAL0029439377001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$62.5M total assets
Net assets$62.5MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$2.3M
Participant$4.8M
Full reported line items

Net assets

Total assets (EOY)
$62,542,739
Total liabilities (EOY)
$0
Net assets (EOY)
$62,542,739
Net assets (BOY)
$11,710,942

Income & contributions

Employer contributions
$2,308,218
Participant contributions
$4,818,018
Total contributions
$7,590,410
Total income / additions
$12,071,766

Expenses & distributions

Benefits paid
$3,597,942
Administrative expenses
$32,466
Total expenses
$3,643,927
Net increase / (decrease)
$8,427,839
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baybridge Capital Group LLCADVISOR$18,937not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$11,532$02023

Related Form 5500 pages