Smartbear Software, Inc. 401(K) Plan — Form 5500 plan (Smartbear Software, 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, Smartbear Software, Inc. 401(K) Plan is a benefit plan reported by Smartbear Software, Inc. under EIN 94-3340607 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $32,022,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smartbear Software, Inc.
EIN
94-3340607
Plan number
001
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
634
End-of-year plan assets
$32,022,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023634H, C20241015084204NAL0027852849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,022,903
Total liabilities (EOY)
$0
Net assets (EOY)
$32,022,903
Net assets (BOY)
$25,841,218

Income & contributions

Employer contributions
$1,104,289
Participant contributions
$3,425,456
Total contributions
$4,845,297
Total income / additions
$10,011,132

Expenses & distributions

Benefits paid
$3,725,411
Administrative expenses
$76,973
Total expenses
$3,829,447
Net increase / (decrease)
$6,181,685

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors, Inc.CONSULTANT$36,348$02023
Coastal Capital Group, Inc.INVESTMENT/FINANCIAL ADVI$33,084$02023
Adp, Inc.RECORD KEEPER$7,540$02023

Related Form 5500 pages