Degreed, Inc. 401(K) Plan — Form 5500 plan (Degreed, 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, Degreed, Inc. 401(K) Plan is a benefit plan reported by Degreed, Inc. under EIN 45-4861472 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $32,727,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Degreed, Inc.
EIN
45-4861472
Plan number
001
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
526
End-of-year plan assets
$32,727,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20241009091745NAL0009065427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,727,278
Total liabilities (EOY)
$0
Net assets (EOY)
$32,727,278
Net assets (BOY)
$24,414,074

Income & contributions

Employer contributions
$2,092,431
Participant contributions
$4,502,657
Total contributions
$7,690,884
Total income / additions
$12,713,303

Expenses & distributions

Benefits paid
$4,294,648
Administrative expenses
$102,707
Total expenses
$4,400,099
Net increase / (decrease)
$8,313,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$95,910$02023
Adp, Inc.RECORD KEEPER$6,796$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages