Applied Intuition 401(K) Plan — Form 5500 plan (Applied Intuition, 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, Applied Intuition 401(K) Plan is a benefit plan reported by Applied Intuition, Inc. under EIN 35-2602696 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $23,515,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Intuition, Inc.
EIN
35-2602696
Plan number
001
Plan type
2
Location
Mountain View, CA
Latest filing year
2023
Participants
261
End-of-year plan assets
$23,515,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241120132234NAL0003621153004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,515,351
Total liabilities (EOY)
$0
Net assets (EOY)
$23,515,351
Net assets (BOY)
$10,638,474

Income & contributions

Employer contributions
$3,324,952
Participant contributions
$6,732,412
Total contributions
$11,260,993
Total income / additions
$14,369,824

Expenses & distributions

Benefits paid
$1,457,598
Administrative expenses
$13,920
Total expenses
$1,492,947
Net increase / (decrease)
$12,876,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Trust CompanyCUSTODIAN$0$15,0802023
Guideline, Inc.RECORDKEEPER$13,920not reported in the loaded dataset2023

Related Form 5500 pages