Dialpad 401(K) Plan — Form 5500 plan (Dialpad 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, Dialpad 401(K) Plan is a benefit plan reported by Dialpad Inc. under EIN 27-4944127 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $28,865,156 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.9MPlan net assets, end of year$28,865,156
Participants679Covered participants reported
Assets / participant$42.5KComputed: assets ÷ participants$42,511 (computed)
Provider compensation$7.5K1 Schedule C provider row(s)$7,467
- Plan sponsor
- Dialpad Inc.
- EIN
- 27-4944127
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 679 | H, C | 20240927051301NAL0000989587001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$28.9M total assets
Net assets$28.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,865,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,865,156
- Net assets (BOY)
- $19,219,229
Income & contributions
- Participant contributions
- $5,681,247
- Total contributions
- $6,776,944
- Total income / additions
- $11,236,878
Expenses & distributions
- Benefits paid
- $1,513,080
- Administrative expenses
- $7,468
- Total expenses
- $1,590,951
- Net increase / (decrease)
- $9,645,927
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $7,467 | $0 | 2023 |