Cloudbolt Software, Inc. 401(K) Plan — Form 5500 plan (Cloudbolt Software, 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, Cloudbolt Software, Inc. 401(K) Plan is a benefit plan reported by Cloudbolt Software, Inc. under EIN 45-5531017 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $5,914,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cloudbolt Software, Inc.
- EIN
- 45-5531017
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $5,914,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20240927163813NAL0001436259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,914,023
- Total liabilities (EOY)
- $1,286
- Net assets (EOY)
- $5,912,737
- Net assets (BOY)
- $5,792,741
Income & contributions
- Employer contributions
- $286,990
- Participant contributions
- $729,109
- Total contributions
- $1,016,099
- Total income / additions
- $1,930,640
Expenses & distributions
- Benefits paid
- $1,778,037
- Administrative expenses
- $32,607
- Total expenses
- $1,810,644
- Net increase / (decrease)
- $119,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $31,348 | not reported in the loaded dataset | 2023 |
| Charles Schwab And Company | CUSTODIAN | $1,250 | $0 | 2023 |
| Wellington Retirement Solutions,Inc | RECORDKEEPER | $10 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cloudbolt Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Wellington Consulting Services, Inc — Schedule C compensation
- Charles Schwab And Company — Schedule C compensation
- Wellington Retirement Solutions,Inc — Schedule C compensation