Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Plans

  • planWorkboard, Inc, 401k PlanFinancial statementProvider compensation2023 filing
    $9.4Mreported assets (EOY)
    Sponsor: Workboard, Inc.EIN: 46-2126517Plan: 002Participants: 274Assets: $9,375,590Net assets: $9.4MAssets / participant: $34.2KLocation: Redwood City, CALatest: 2023
    View financial statement