Plan5500

Q2 Holdings, Inc. 401(K) Plan — Form 5500 plan (Q2 Holdings, 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, Q2 Holdings, Inc. 401(K) Plan is a benefit plan reported by Q2 Holdings, Inc. under EIN 20-2706637 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,260 participants and $171,220,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Q2 Holdings, Inc.
EIN
20-2706637
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
2,260
End-of-year plan assets
$171,220,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,260H, C20240801133411NAL0013509203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,220,711
Total liabilities (EOY)
$0
Net assets (EOY)
$171,220,711
Net assets (BOY)
$126,251,304

Income & contributions

Employer contributions
$6,843,375
Participant contributions
$23,120,402
Total contributions
$32,620,727
Total income / additions
$59,034,075

Expenses & distributions

Benefits paid
$13,878,009
Administrative expenses
$229,656
Total expenses
$14,112,672
Net increase / (decrease)
$44,921,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$86,745$02023
Alliant Retirement ServicesADVISOR$80,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$62,911not reported in the loaded dataset2023

Related Form 5500 pages