2023 Form 5500 filing — Guidewire, 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 20250228143911NAL0000646819001) for Guidewire, Inc. 401(K) Plan, reported by Guidewire, Inc. under EIN 04-2790495 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250228143911NAL0000646819001
Filing year
2023
Form type
2
Plan sponsor
Guidewire, Inc.
EIN
04-2790495
Plan number
001
Location
Chicopee, MA
Participants
439
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,535,966
Total liabilities (EOY)
$0
Net assets (EOY)
$5,535,966
Employer contributions
$343,273
Participant contributions
$615,978
Total income / additions
$1,589,161
Benefits paid
$406,805
Administrative expenses
$38,761
Total expenses
$453,729
Net increase / (decrease)
$1,135,432
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$20,964$0
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$16,949not reported in the loaded dataset
Leafhouse Financial Advisors, LLCOTHER$848not reported in the loaded dataset

Related Form 5500 pages