Act-On Software, Inc. 401(K) Plan — Form 5500 plan (Act-On Software, 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, Act-On Software, Inc. 401(K) Plan is a benefit plan reported by Act-On Software, Inc. under EIN 20-4971292 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $12,897,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Act-On Software, Inc.
EIN
20-4971292
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
278
End-of-year plan assets
$12,897,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20240829115400NAL0013057921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,897,435
Total liabilities (EOY)
$0
Net assets (EOY)
$12,897,435
Net assets (BOY)
$9,641,604

Income & contributions

Employer contributions
$0
Participant contributions
$1,501,879
Total contributions
$1,674,092
Total income / additions
$3,764,925

Expenses & distributions

Benefits paid
$492,607
Administrative expenses
$14,279
Total expenses
$509,094
Net increase / (decrease)
$3,255,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cedar Mountain Advisors LLCINVESTMENT ADVISOR$9,910not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,369$02023

Related Form 5500 pages