2023 Form 5500 filing — Talkdesk Inc. 401k Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926051416NAL0000561442001) for Talkdesk Inc. 401k Retirement Savings Plan, reported by Talkdesk Inc. under EIN 90-0767522 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.4MReported net assets$19,429,955
Participants743
Provider compensation$52.1K2 Schedule C row(s)$52,135
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926051416NAL0000561442001
Plan sponsor
Talkdesk Inc.
EIN
90-0767522
Plan number
001
Location
Covina, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.4M total assets
Net assets$19.4MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$4.4M
Benefits paid / distributions$4.3M
Contributions
EmployerNot reported
Participant$4.4M
Full reported line items
Total assets (EOY)
$19,429,955
Total liabilities (EOY)
$0
Net assets (EOY)
$19,429,955
Participant contributions
$4,351,462
Total income / additions
$9,389,543
Benefits paid
$4,328,427
Administrative expenses
$52,135
Total expenses
$4,384,311
Net increase / (decrease)
$5,005,232
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $40.2K · Indirect $0
  2. 2
    Adp, Inc.$11.9K
    RECORD KEEPER · Direct $11.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926051416NAL0000561442001 cover?
It is the 2023 Form 5500 filing for Talkdesk Inc. 401k Retirement Savings Plan, reported by Talkdesk Inc. (EIN 90-0767522).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages