Shopify (Usa), Inc. 401(K) Plan — Form 5500 plan (Shopify (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, Shopify (Usa), Inc. 401(K) Plan is a benefit plan reported by Shopify (Usa), Inc. under EIN 47-1039071 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,214 participants and $120,815,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shopify (Usa), Inc.
EIN
47-1039071
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
3,214
End-of-year plan assets
$120,815,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,214H, C20241015114040NAL0049073456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,815,413
Total liabilities (EOY)
$0
Net assets (EOY)
$120,815,413
Net assets (BOY)
$81,511,110

Income & contributions

Employer contributions
$6,338,609
Participant contributions
$27,261,859
Total contributions
$41,403,932
Total income / additions
$59,749,310

Expenses & distributions

Benefits paid
$25,007,082
Administrative expenses
$157,755
Total expenses
$25,255,770
Net increase / (decrease)
$34,493,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$33,497$02023
Usi Securities IncADVISOR$23,922not reported in the loaded dataset2023

Related Form 5500 pages