Search public Form 5500 filings

Plans

• planYardi Systems, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $624.4Mreported assets (EOY)
  Sponsor: Yardi Systems, Inc.EIN: 77-0049051Plan: 002Participants: 5,779Assets: $624,405,150Net assets: $624.4MAssets / participant: $108KLocation: Goleta, CALatest: 2023
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• planTecolote Research, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $320.8Mreported assets (EOY)
  Sponsor: Tecolote Research, Inc.EIN: 95-2834773Plan: 001Participants: 818Assets: $320,804,850Net assets: $292MAssets / participant: $392.2KLocation: Goleta, CALatest: 2023
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• planToyon Research Corporation Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $188.7Mreported assets (EOY)
  Sponsor: Toyon Research CorporationEIN: 95-3526665Plan: 003Participants: 304Assets: $188,691,798Net assets: $188.4MAssets / participant: $620.7KLocation: Goleta, CALatest: 2023
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• planTecolote Research, Inc. Money Purchase Pension PlanFinancial statementProvider compensation2023 filing
  $188.6Mreported assets (EOY)
  Sponsor: Tecolote Research, Inc.EIN: 95-2834773Plan: 002Participants: 883Assets: $188,569,391Net assets: $188.6MAssets / participant: $213.6KLocation: Goleta, CALatest: 2023
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• planSonos, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $168.7Mreported assets (EOY)
  Sponsor: Sonos, Inc.EIN: 03-0479476Plan: 001Participants: 1,318Assets: $168,685,508Net assets: $168.7MAssets / participant: $128KLocation: Goleta, CALatest: 2023
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• planDeckers Outdoor Corporation 401(K) PlanFinancial statementProvider compensation2023 filing
  $135.2Mreported assets (EOY)
  Sponsor: Deckers Outdoor CorporationEIN: 95-3015862Plan: 001Participants: 2,269Assets: $135,210,213Net assets: $135.2MAssets / participant: $59.6KLocation: Goleta, CALatest: 2023
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• planAppfolio, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $121.6Mreported assets (EOY)
  Sponsor: Appfolio, Inc.EIN: 26-0359894Plan: 001Participants: 2,185Assets: $121,578,421Net assets: $121.6MAssets / participant: $55.6KLocation: Goleta, CALatest: 2023
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• planKarl Storz Imaging, Inc. Employees' Savings PlanFinancial statementProvider compensation2023 filing
  $106.7Mreported assets (EOY)
  Sponsor: Karl Storz Imaging, Inc.EIN: 77-0018084Plan: 001Participants: 505Assets: $106,674,288Net assets: $106.7MAssets / participant: $211.2KLocation: Goleta, CALatest: 2023
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