Surveymonkey 401(K) Plan — Form 5500 plan (Surveymonkey 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, Surveymonkey 401(K) Plan is a benefit plan reported by Surveymonkey Inc. under EIN 37-1581003 and plan number 001. The latest loaded filing year is 2023. The filing reports 835 participants and $112,441,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surveymonkey Inc.
- EIN
- 37-1581003
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $112,441,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241015203758NAL0029628369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,441,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,441,038
- Net assets (BOY)
- $92,798,356
Income & contributions
- Employer contributions
- $2,670,318
- Participant contributions
- $10,654,093
- Total contributions
- $14,416,431
- Total income / additions
- $32,505,740
Expenses & distributions
- Benefits paid
- $12,828,003
- Administrative expenses
- $28,929
- Total expenses
- $12,863,058
- Net increase / (decrease)
- $19,642,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,429 | $0 | 2023 |