Five9, Inc.401(K) Plan — Form 5500 plan (Five9, 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, Five9, Inc.401(K) Plan is a benefit plan reported by Five9, Inc. under EIN 94-3394123 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,555 participants and $139,835,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Five9, Inc.
EIN
94-3394123
Plan number
001
Plan type
2
Location
San Ramon, CA
Latest filing year
2023
Participants
1,555
End-of-year plan assets
$139,835,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,555H, C20241010150323NAL0021299057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,835,366
Total liabilities (EOY)
$0
Net assets (EOY)
$139,835,366
Net assets (BOY)
$97,646,053

Income & contributions

Employer contributions
$2,385,298
Participant contributions
$19,144,485
Total contributions
$26,114,106
Total income / additions
$46,703,932

Expenses & distributions

Benefits paid
$8,545,800
Administrative expenses
$9,922
Total expenses
$8,561,564
Net increase / (decrease)
$38,142,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$9,922$02023

Related Form 5500 pages