Plan5500

Planview, Inc. 401(K) Retirement Plan — Form 5500 plan (Planview, 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, Planview, Inc. 401(K) Retirement Plan is a benefit plan reported by Planview, Inc. under EIN 74-2548407 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,051 participants and $107,041,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planview, Inc.
EIN
74-2548407
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
1,051
End-of-year plan assets
$107,041,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,051H, C20240722173701NAL0010407505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,041,543
Total liabilities (EOY)
$0
Net assets (EOY)
$107,041,543
Net assets (BOY)
$84,116,267

Income & contributions

Employer contributions
$3,003,463
Participant contributions
$9,076,539
Total contributions
$13,735,854
Total income / additions
$30,404,857

Expenses & distributions

Benefits paid
$10,264,892
Administrative expenses
$164,434
Total expenses
$10,435,913
Net increase / (decrease)
$19,968,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$84,087$02023
Alliant Retirement ServicesADVISOR$54,996not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$25,351not reported in the loaded dataset2023

Related Form 5500 pages