Jumpcloud, Inc. 401(K) Plan — Form 5500 plan (Jumpcloud, 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, Jumpcloud, Inc. 401(K) Plan is a benefit plan reported by Jumpcloud, Inc. under EIN 35-2397218 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $22,964,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jumpcloud, Inc.
- EIN
- 35-2397218
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, CO
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $22,964,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20241011170317NAL0037799632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,964,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,964,313
- Net assets (BOY)
- $15,819,857
Income & contributions
- Employer contributions
- $1,651,316
- Participant contributions
- $5,652,908
- Total contributions
- $7,851,508
- Total income / additions
- $11,211,818
Expenses & distributions
- Benefits paid
- $3,903,212
- Administrative expenses
- $153,247
- Total expenses
- $4,067,362
- Net increase / (decrease)
- $7,144,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $71,973 | $0 | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $47,236 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $16,871 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,782 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jumpcloud, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Louisville, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation