2023 Form 5500 filing — Klaviyo, Inc. 401(K) 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 20241015084547NAL0029050033001) for Klaviyo, Inc. 401(K) Plan, reported by Klaviyo, Inc. under EIN 46-0989964 and plan number 001. It reports 1,475 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)$75.3MReported net assets$75,259,745

Participants1.5K1,475

Provider compensation$132K2 Schedule C row(s)$132,039

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015084547NAL0029050033001
Plan sponsor: Klaviyo, Inc.
EIN: 46-0989964
Plan number: 001
Location: Boston, MA
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)$75.3M total assets

Net assets$75.3MLiabilities$0

Money in vs. money out

Total income / additions$37.9M

Total expenses$6M

Benefits paid / distributions$5.8M

Contributions

Employer$7.6M

Participant$16.6M

Full reported line items

Total assets (EOY): $75,259,745
Total liabilities (EOY): $0
Net assets (EOY): $75,259,745
Employer contributions: $7,632,873
Participant contributions: $16,559,268
Total income / additions: $37,874,531
Benefits paid: $5,849,905
Administrative expenses: $111,965
Total expenses: $5,981,990
Net increase / (decrease): $31,892,541

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$112K
CONTRACT ADMINISTRATOR · Direct $112K · Indirect $0
2
The Hilb Group Of New England, LLC$20.1K
OTHER SERVICES · Direct $0 · Indirect $20.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084547NAL0029050033001 cover?: It is the 2023 Form 5500 filing for Klaviyo, Inc. 401(K) Plan, reported by Klaviyo, Inc. (EIN 46-0989964).
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).