2023 Form 5500 filing — Usertesting 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 20241015185809NAL0029439377001) for Usertesting 401(K) Plan, reported by Userzoom Technologies, Inc. under EIN 33-1169467 and plan number 004. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015185809NAL0029439377001
Filing year
2023
Form type
2
Plan sponsor
Userzoom Technologies, Inc.
EIN
33-1169467
Plan number
004
Location
Los Gatos, CA
Participants
269
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$62,542,739
Total liabilities (EOY)
$0
Net assets (EOY)
$62,542,739
Employer contributions
$2,308,218
Participant contributions
$4,818,018
Total income / additions
$12,071,766
Benefits paid
$3,597,942
Administrative expenses
$32,466
Total expenses
$3,643,927
Net increase / (decrease)
$8,427,839
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Baybridge Capital Group LLCADVISOR$18,937not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$11,532$0

Related Form 5500 pages