2023 Form 5500 filing — Optimizely 401(K) Profit Sharing Plan & 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 20241014102936NAL0027028289001) for Optimizely 401(K) Profit Sharing Plan & Trust, reported by Optimizely North America Inc. under EIN 02-0497493 and plan number 001. It reports 1,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102936NAL0027028289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Optimizely North America Inc.
- EIN
- 02-0497493
- Plan number
- 001
- Location
- Nashua, NH
- Participants
- 1,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,618,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,618,402
- Employer contributions
- $2,584,366
- Participant contributions
- $7,072,024
- Total income / additions
- $20,673,582
- Benefits paid
- $6,582,069
- Administrative expenses
- $290,646
- Total expenses
- $6,884,360
- Net increase / (decrease)
- $13,789,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $87,797 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $78,462 | $0 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset |
| The Angell Pension Group, Inc | ACCOUNTANT/AUDITOR | $5,000 | not reported in the loaded dataset |