Pulmonx 401(K) Profit Sharing Plan — Form 5500 plan (Pulmonx Corporation)
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, Pulmonx 401(K) Profit Sharing Plan is a benefit plan reported by Pulmonx Corporation under EIN 77-0424412 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $17,430,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pulmonx Corporation
- EIN
- 77-0424412
- Plan number
- 001
- Plan type
- 2
- Location
- Redwood City, CA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $17,430,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240913163648NAL0005188787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,430,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,430,453
- Net assets (BOY)
- $12,908,800
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,427,834
- Total contributions
- $3,355,552
- Total income / additions
- $5,505,722
Expenses & distributions
- Benefits paid
- $912,607
- Administrative expenses
- $69,439
- Total expenses
- $984,069
- Net increase / (decrease)
- $4,521,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,126 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $43,944 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,313 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pulmonx Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redwood City, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation