Guidewire, Inc. 401(K) Plan — Form 5500 plan (Guidewire, 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, Guidewire, Inc. 401(K) Plan is a benefit plan reported by Guidewire, Inc. under EIN 04-2790495 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $5,535,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guidewire, Inc.
EIN
04-2790495
Plan number
001
Plan type
2
Location
Chicopee, MA
Latest filing year
2023
Participants
439
End-of-year plan assets
$5,535,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20250228143911NAL0000646819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,535,966
Total liabilities (EOY)
$0
Net assets (EOY)
$5,535,966
Net assets (BOY)
$4,400,534

Income & contributions

Employer contributions
$343,273
Participant contributions
$615,978
Total contributions
$987,696
Total income / additions
$1,589,161

Expenses & distributions

Benefits paid
$406,805
Administrative expenses
$38,761
Total expenses
$453,729
Net increase / (decrease)
$1,135,432

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$20,964$02023
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$16,949not reported in the loaded dataset2023
Leafhouse Financial Advisors, LLCOTHER$848not reported in the loaded dataset2023

Related Form 5500 pages