How many benefit plans does Appfolio, Inc. report on Form 5500?

Appfolio, Inc. (EIN 26-0359894) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Appfolio, Inc.?

The Employer Identification Number (EIN) reported for Appfolio, Inc. is 26-0359894.

What is the latest Form 5500 filing year for Appfolio, Inc.?

The latest loaded Form 5500 filing year for Appfolio, Inc. is 2023.

Appfolio, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Appfolio, Inc. (EIN 26-0359894) is a plan sponsor located in Goleta, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 26-0359894
Location: Goleta, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $121,578,421
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $121,578,421

Contributions & income

Employer contributions: $7,130,160
Participant contributions: $18,203,085
Total income / additions: $47,537,197

Expenses & distributions

Benefits paid / distributions: $8,330,730
Total expenses: $8,390,978
Net increase / (decrease): $39,146,219

Coverage

Total reported participants: 3,887
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Appfolio, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Appfolio, Inc. 401(K) Plan	001	2,185	$121,578,421	2023
Appfolio, Inc. Health And Welfare Plan	511	1,702	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Appfolio, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Appfolio, Inc. Health And Welfare Plan	1,702	—	20240716125932NAL0004465152001
2023	Appfolio, Inc. 401(K) Plan	2,185	H, C	20241015083405NAL0015990899001