Pendo.Io, Inc. Retirement Plan — Form 5500 plan (Pendo.Io, 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, Pendo.Io, Inc. Retirement Plan is a benefit plan reported by Pendo.Io, Inc. under EIN 46-3519724 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $38,473,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pendo.Io, Inc.
EIN
46-3519724
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
849
End-of-year plan assets
$38,473,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20241014103027NAL0027029969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,473,791
Total liabilities (EOY)
$0
Net assets (EOY)
$38,473,791
Net assets (BOY)
$25,374,306

Income & contributions

Employer contributions
$1,417,677
Participant contributions
$8,307,837
Total contributions
$10,629,290
Total income / additions
$16,809,482

Expenses & distributions

Benefits paid
$3,617,407
Administrative expenses
$89,666
Total expenses
$3,709,997
Net increase / (decrease)
$13,099,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCADVISOR$75,257not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,983not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,425$02023

Related Form 5500 pages