2023 Form 5500 filing — Uipath, Inc. Profit Sharing Plan And Trust
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 20241001150311NAL0003393763001) for Uipath, Inc. Profit Sharing Plan And Trust, reported by Uipath, Inc. under EIN 47-4333187 and plan number 001. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001150311NAL0003393763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uipath, Inc.
- EIN
- 47-4333187
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,249,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,249,655
- Employer contributions
- $10,796,714
- Participant contributions
- $24,800,363
- Total income / additions
- $66,373,412
- Benefits paid
- $13,736,798
- Administrative expenses
- $15,355
- Total expenses
- $13,800,895
- Net increase / (decrease)
- $52,572,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group. | ADVISOR | $40,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $32,154 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$56,799 | $0 |