Entrata 401(K) Plan — Form 5500 plan (Entrata, 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, Entrata 401(K) Plan is a benefit plan reported by Entrata, Inc. under EIN 86-1072180 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,822 participants and $47,016,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Entrata, Inc.
EIN
86-1072180
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
1,822
End-of-year plan assets
$47,016,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,822H, C20240927150226NAL0002434625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,016,785
Total liabilities (EOY)
$0
Net assets (EOY)
$47,016,785
Net assets (BOY)
$31,528,519

Income & contributions

Employer contributions
$2,639,484
Participant contributions
$8,351,224
Total contributions
$13,515,949
Total income / additions
$19,507,160

Expenses & distributions

Benefits paid
$3,849,899
Administrative expenses
$168,995
Total expenses
$4,018,894
Net increase / (decrease)
$15,488,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$97,236$02023
Resources Investment Advisors LLCADVISOR$71,759not reported in the loaded dataset2023

Related Form 5500 pages