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, Addepar 401(K) Plan is a benefit plan reported by Addepar, Inc. under EIN 45-2500433 and plan number 001. The latest loaded filing year is 2023. The filing reports 869 participants and $59,216,134 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,216,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,216,134
- Net assets (BOY)
- $40,773,381
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $11,413,940
- Total contributions
- $13,173,531
- Total income / additions
- $22,353,315
Expenses & distributions
- Benefits paid
- $3,858,796
- Administrative expenses
- $29,668
- Total expenses
- $3,910,562
- Net increase / (decrease)
- $18,442,753