Uipath, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Uipath, 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, Uipath, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Uipath, Inc. under EIN 47-4333187 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,548 participants and $148,249,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uipath, Inc.
EIN
47-4333187
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,548
End-of-year plan assets
$148,249,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,548H, C20241001150311NAL0003393763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,249,655
Total liabilities (EOY)
$0
Net assets (EOY)
$148,249,655
Net assets (BOY)
$95,675,549

Income & contributions

Employer contributions
$10,796,714
Participant contributions
$24,800,363
Total contributions
$41,414,694
Total income / additions
$66,373,412

Expenses & distributions

Benefits paid
$13,736,798
Administrative expenses
$15,355
Total expenses
$13,800,895
Net increase / (decrease)
$52,572,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group.ADVISOR$40,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$32,154not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$56,799$02023

Related Form 5500 pages