Appen Ai Inc Retirement Plan — Form 5500 plan (Appen Ai 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, Appen Ai Inc Retirement Plan is a benefit plan reported by Appen Ai Inc under EIN 35-2238395 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,541 participants and $20,202,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appen Ai Inc
EIN
35-2238395
Plan number
001
Plan type
2
Location
Kirkland, WA
Latest filing year
2023
Participants
2,541
End-of-year plan assets
$20,202,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,541H, C20241015062742NAL0028879425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,202,733
Total liabilities (EOY)
$0
Net assets (EOY)
$20,202,733
Net assets (BOY)
$15,734,074

Income & contributions

Employer contributions
$1,917,666
Participant contributions
$3,137,113
Total contributions
$5,430,717
Total income / additions
$8,371,405

Expenses & distributions

Benefits paid
$3,825,884
Administrative expenses
$66,254
Total expenses
$3,902,746
Net increase / (decrease)
$4,468,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Holdco, LLCINVESTMENT/FINANCIAL ADVI$34,887$02023
Adp, Inc.RECORD KEEPER$31,366$02023

Related Form 5500 pages