Shutterfly, LLC 401(K) Plan — Form 5500 plan (Shutterfly, LLC)

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, Shutterfly, LLC 401(K) Plan is a benefit plan reported by Shutterfly, LLC under EIN 94-3330068 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,815 participants and $343,154,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shutterfly, LLC
EIN
94-3330068
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
8,815
End-of-year plan assets
$343,154,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,815H, C20241015152540NAL0028926881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$343,154,578
Total liabilities (EOY)
$0
Net assets (EOY)
$343,154,578
Net assets (BOY)
$285,722,088

Income & contributions

Employer contributions
$10,566,167
Participant contributions
$25,013,481
Total contributions
$37,213,510
Total income / additions
$91,570,500

Expenses & distributions

Benefits paid
$33,785,517
Administrative expenses
$328,505
Total expenses
$34,138,010
Net increase / (decrease)
$57,432,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$254,951$02023
Newfront Retirement Services IncADVISOR$74,876not reported in the loaded dataset2023

Related Form 5500 pages