Yardi Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Yardi Systems, 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, Yardi Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Yardi Systems, Inc. under EIN 77-0049051 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,779 participants and $624,405,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yardi Systems, Inc.
EIN
77-0049051
Plan number
002
Plan type
2
Location
Goleta, CA
Latest filing year
2023
Participants
5,779
End-of-year plan assets
$624,405,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,779H, C20241010135302NAL0021108049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$624,405,150
Total liabilities (EOY)
$0
Net assets (EOY)
$624,405,150
Net assets (BOY)
$466,092,755

Income & contributions

Employer contributions
$38,781,221
Participant contributions
$37,837,054
Total contributions
$79,481,617
Total income / additions
$180,388,295

Expenses & distributions

Benefits paid
$21,750,394
Administrative expenses
$296,214
Total expenses
$22,075,900
Net increase / (decrease)
$158,312,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$194,389not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$101,900$02023

Related Form 5500 pages