Imply Data, Inc. 401(K) Plan — Form 5500 plan (Imply Data, 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, Imply Data, Inc. 401(K) Plan is a benefit plan reported by Imply Data, Inc. under EIN 47-4357198 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $9,522,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imply Data, Inc.
EIN
47-4357198
Plan number
001
Plan type
2
Location
Burlingame, CA
Latest filing year
2023
Participants
235
End-of-year plan assets
$9,522,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240927165349NAL0004124544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,522,098
Total liabilities (EOY)
$0
Net assets (EOY)
$9,522,098
Net assets (BOY)
$6,629,790

Income & contributions

Employer contributions
$0
Participant contributions
$2,201,745
Total contributions
$2,759,945
Total income / additions
$4,345,721

Expenses & distributions

Benefits paid
$1,408,679
Administrative expenses
$43,774
Total expenses
$1,453,413
Net increase / (decrease)
$2,892,308

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Precept Advisory GroupADVISOR$25,142not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,614$02023

Related Form 5500 pages