2023 Form 5500 filing — Gladly Software, Inc. Retirement 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 20241015162054NAL0048875216001) for Gladly Software, Inc. Retirement Trust, reported by Gladly Software, Inc. under EIN 47-1938875 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162054NAL0048875216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gladly Software, Inc.
- EIN
- 47-1938875
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,688,239
- Net assets (EOY)
- $10,688,239
- Employer contributions
- $365
- Participant contributions
- $1,966,065
- Total income / additions
- $4,303,254
- Benefits paid
- $687,108
- Administrative expenses
- $16,349
- Total expenses
- $703,457
- Net increase / (decrease)
- $3,599,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decimal,Inc. | THIRD-PARTY RECORDKEEPER | $13,738 | not reported in the loaded dataset |