Anaplan, Inc. 401k Plan — Form 5500 plan (Anaplan, 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, Anaplan, Inc. 401k Plan is a benefit plan reported by Anaplan, Inc. under EIN 27-0897861 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,619 participants and $103,082,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anaplan, Inc.
- EIN
- 27-0897861
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,619
- End-of-year plan assets
- $103,082,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,619 | H, C | 20241016081159NAL0015711811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,082,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,082,656
- Net assets (BOY)
- $77,876,012
Income & contributions
- Employer contributions
- $6,377,024
- Participant contributions
- $17,991,234
- Total contributions
- $27,882,929
- Total income / additions
- $44,515,431
Expenses & distributions
- Benefits paid
- $19,089,939
- Administrative expenses
- $177,923
- Total expenses
- $19,308,787
- Net increase / (decrease)
- $25,206,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $99,859 | $0 | 2023 |
| Silicon Valley Retirement Services | ADVISOR | $47,814 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anaplan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fidelity Investments Institutional — Schedule C compensation
- Silicon Valley Retirement Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation