Auditboard, Inc. 401(K) Plan — Form 5500 plan (Auditboard, 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, Auditboard, Inc. 401(K) Plan is a benefit plan reported by Auditboard, Inc. under EIN 47-1299245 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $24,853,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auditboard, Inc.
- EIN
- 47-1299245
- Plan number
- 001
- Plan type
- 2
- Location
- Cerritos, CA
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $24,853,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20241024113252NAL0000635059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,853,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,853,678
- Net assets (BOY)
- $12,216,101
Income & contributions
- Employer contributions
- $1,061,875
- Participant contributions
- $6,907,138
- Total contributions
- $10,183,216
- Total income / additions
- $13,673,864
Expenses & distributions
- Benefits paid
- $902,396
- Administrative expenses
- $125,257
- Total expenses
- $1,036,287
- Net increase / (decrease)
- $12,637,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,114 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $57,014 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auditboard, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cerritos, CA
- Fidelity Investments Institutional — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation