2023 Form 5500 filing — Dynamo Software Inc 401(K) 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 20241014092313NAL0014696131001) for Dynamo Software Inc 401(K) Profit Sharing Plan And Trust, reported by Dynamo Software, Inc. under EIN 04-3502101 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014092313NAL0014696131001
Filing year
2023
Form type
2
Plan sponsor
Dynamo Software, Inc.
EIN
04-3502101
Plan number
001
Location
Watertown, MA
Participants
192
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,734,601
Total liabilities (EOY)
$0
Net assets (EOY)
$16,734,601
Employer contributions
$1,012,673
Participant contributions
$1,936,560
Total income / additions
$5,544,623
Benefits paid
$933,285
Administrative expenses
$39,841
Total expenses
$973,126
Net increase / (decrease)
$4,571,497
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Betterment For Business, LLCRECORDKEEPER$39,841not reported in the loaded dataset

Related Form 5500 pages