2023 Form 5500 filing — Shopify (Usa), 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 20241015114040NAL0049073456001) for Shopify (Usa), Inc. 401(K) Plan, reported by Shopify (Usa), Inc. under EIN 47-1039071 and plan number 001. It reports 3,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114040NAL0049073456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shopify (Usa), Inc.
- EIN
- 47-1039071
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,815,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,815,413
- Employer contributions
- $6,338,609
- Participant contributions
- $27,261,859
- Total income / additions
- $59,749,310
- Benefits paid
- $25,007,082
- Administrative expenses
- $157,755
- Total expenses
- $25,255,770
- Net increase / (decrease)
- $34,493,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,497 | $0 |
| Usi Securities Inc | ADVISOR | $23,922 | not reported in the loaded dataset |