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

Addepar, Inc. (EIN 45-2500433) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Addepar, Inc.?

The Employer Identification Number (EIN) reported for Addepar, Inc. is 45-2500433.

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

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

Addepar, 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, Addepar, Inc. (EIN 45-2500433) is a plan sponsor located in Mountain View, 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: 45-2500433
Location: Mountain View, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $59,216,134
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $59,216,134

Contributions & income

Employer contributions: $0
Participant contributions: $11,413,940
Total income / additions: $22,353,315

Expenses & distributions

Benefits paid / distributions: $3,858,796
Total expenses: $3,910,562
Net increase / (decrease): $18,442,753

Coverage

Total reported participants: 1,579
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

Addepar, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Addepar 401(K) Plan	001	869	$59,216,134	2023
Addepar, Inc. Welfare Benefits Plan	501	710	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 Addepar, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Addepar, Inc. Welfare Benefits Plan	710	—	20240910205922NAL0007531617001
2023	Addepar 401(K) Plan	869	H, C	20241015114339NAL0028231457001