Captivateiq 401(K) Plan — Form 5500 plan (Captivateiq, 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, Captivateiq 401(K) Plan is a benefit plan reported by Captivateiq, Inc. under EIN 82-3069380 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $7,419,679 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Captivateiq, Inc.
EIN
82-3069380
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
319
End-of-year plan assets
$7,419,679

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241014181810NAL0015406323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,419,679
Total liabilities (EOY)
$0
Net assets (EOY)
$7,419,679
Net assets (BOY)
$4,790,384

Income & contributions

Employer contributions
$0
Participant contributions
$2,488,142
Total contributions
$3,176,111
Total income / additions
$4,314,085

Expenses & distributions

Benefits paid
$1,620,811
Administrative expenses
$59,710
Total expenses
$1,684,790
Net increase / (decrease)
$2,629,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$59,710not reported in the loaded dataset2023

Related Form 5500 pages