Appfolio, Inc. 401(K) Plan — Form 5500 plan (Appfolio, 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, Appfolio, Inc. 401(K) Plan is a benefit plan reported by Appfolio, Inc. under EIN 26-0359894 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,185 participants and $121,578,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appfolio, Inc.
EIN
26-0359894
Plan number
001
Plan type
2
Location
Goleta, CA
Latest filing year
2023
Participants
2,185
End-of-year plan assets
$121,578,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,185H, C20241015083405NAL0015990899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,578,421
Total liabilities (EOY)
$0
Net assets (EOY)
$121,578,421
Net assets (BOY)
$82,432,202

Income & contributions

Employer contributions
$7,130,160
Participant contributions
$18,203,085
Total contributions
$28,531,741
Total income / additions
$47,537,197

Expenses & distributions

Benefits paid
$8,330,730
Administrative expenses
$30,685
Total expenses
$8,390,978
Net increase / (decrease)
$39,146,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$30,684$02023

Related Form 5500 pages