Gladly Software, Inc. Retirement Trust — Form 5500 plan (Gladly 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, Gladly Software, Inc. Retirement Trust is a benefit plan reported by Gladly Software, Inc. under EIN 47-1938875 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $10,688,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gladly Software, Inc.
EIN
47-1938875
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
233
End-of-year plan assets
$10,688,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241015162054NAL0048875216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,688,239
Net assets (EOY)
$10,688,239
Net assets (BOY)
$7,088,442

Income & contributions

Employer contributions
$365
Participant contributions
$1,966,065
Total contributions
$2,590,934
Total income / additions
$4,303,254

Expenses & distributions

Benefits paid
$687,108
Administrative expenses
$16,349
Total expenses
$703,457
Net increase / (decrease)
$3,599,797

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Decimal,Inc.THIRD-PARTY RECORDKEEPER$13,738not reported in the loaded dataset2023

Related Form 5500 pages