Optimizely 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Optimizely North America Inc.)
Plain-English plan 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, Optimizely 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Optimizely North America Inc. under EIN 02-0497493 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,075 participants and $62,618,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optimizely North America Inc.
- EIN
- 02-0497493
- Plan number
- 001
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
- Participants
- 1,075
- End-of-year plan assets
- $62,618,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,075 | H, C | 20241014102936NAL0027028289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,618,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,618,402
- Net assets (BOY)
- $48,829,180
Income & contributions
- Employer contributions
- $2,584,366
- Participant contributions
- $7,072,024
- Total contributions
- $10,588,912
- Total income / additions
- $20,673,582
Expenses & distributions
- Benefits paid
- $6,582,069
- Administrative expenses
- $290,646
- Total expenses
- $6,884,360
- Net increase / (decrease)
- $13,789,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $87,797 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $78,462 | $0 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc | ACCOUNTANT/AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Optimizely North America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Nashua, NH
- Fiducient Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation