Birdeye Inc. Retirement Trust — Form 5500 plan (Birdeye 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, Birdeye Inc. Retirement Trust is a benefit plan reported by Birdeye Inc. under EIN 45-4835337 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $8,006,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birdeye Inc.
- EIN
- 45-4835337
- Plan number
- 001
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $8,006,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241105154254NAL0007917265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,006,623
- Net assets (EOY)
- $8,006,623
- Net assets (BOY)
- $5,298,183
Income & contributions
- Employer contributions
- $416,242
- Participant contributions
- $1,516,629
- Total contributions
- $2,224,267
- Total income / additions
- $3,488,912
Expenses & distributions
- Benefits paid
- $748,389
- Administrative expenses
- $31,047
- Total expenses
- $780,472
- Net increase / (decrease)
- $2,708,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal, Inc. | THIRD-PARTY RECORDKEEPER | $29,076 | not reported in the loaded dataset | 2023 |