Pushpay Retirement Plan — Form 5500 plan (Pushpay Usa, 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, Pushpay Retirement Plan is a benefit plan reported by Pushpay Usa, Inc. under EIN 46-0544255 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $23,063,958 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pushpay Usa, Inc.
EIN
46-0544255
Plan number
001
Plan type
2
Location
Redmond, WA
Latest filing year
2023
Participants
742
End-of-year plan assets
$23,063,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20241015181210NAL0059105490005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,063,958
Total liabilities (EOY)
$1,662
Net assets (EOY)
$23,062,296
Net assets (BOY)
$17,300,607

Income & contributions

Employer contributions
$1,547,623
Participant contributions
$2,866,526
Total contributions
$4,690,082
Total income / additions
$8,075,306

Expenses & distributions

Benefits paid
$2,125,702
Administrative expenses
$187,915
Total expenses
$2,313,617
Net increase / (decrease)
$5,761,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vinoble GroupINVESTMENT ADVISOR$80,412not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$6,202not reported in the loaded dataset2023

Related Form 5500 pages