401k Record

Employers › CloudBolt Software

CloudBolt Software 401(k)

Recordkeeping fees per participant · Cloudbolt Software, Inc. 401(k) Plan · plan year 2023

$0.11

Higher than 0% of the 8,500 plans $1 to 10M that report it.

Source

= $10 / 88
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240927163813NAL0001436259001, received 2024-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240927163813NAL0001436259001, received 2024-09-27

10th: $8.53median $58.0190th: $178.81

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-09-27.

Cost and contributions

Administrative expenses excluding investment management, per participant

$14.32

10th: $10.83median $92.8690th: $271.69

Higher than 13% of the 17,126 plans $1 to 10M that report it.

Source

= $1,260 / 88
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240927163813NAL0001436259001, received 2024-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240927163813NAL0001436259001, received 2024-09-27

Administrative expenses per participant

$370.53

10th: $16.05median $134.8990th: $338.53

Higher than 93% of the 17,762 plans $1 to 10M that report it.

Source

= $32,607 / 88
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240927163813NAL0001436259001, received 2024-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240927163813NAL0001436259001, received 2024-09-27

Administrative expenses as a share of assets

0.551%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 57% of the 17,798 plans $1 to 10M that report it.

Source

= $32,607 / $5,914,023
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240927163813NAL0001436259001, received 2024-09-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240927163813NAL0001436259001, received 2024-09-27

Employer contributions per participant

$3,261

10th: $347median $1,29490th: $2,822

Higher than 94% of the 15,688 plans $1 to 10M that report it.

Source

= $286,990 / 88
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240927163813NAL0001436259001, received 2024-09-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240927163813NAL0001436259001, received 2024-09-27

Employer share of total contributions

28.2%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 49% of the 15,721 plans $1 to 10M that report it.

Source

= $286,990 / $1,016,099
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240927163813NAL0001436259001, received 2024-09-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240927163813NAL0001436259001, received 2024-09-27

Plan terms, as stated in CloudBolt Software, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240927163813NAL0001436259001, received 2024-09-27

Full record, Cloudbolt Software, Inc. 401(k) Plan

FieldValueSource
Plan sponsorCLOUDBOLT SOFTWARE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240927163813NAL0001436259001, received 2024-09-27
Plan nameCLOUDBOLT SOFTWARE, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20240927163813NAL0001436259001, received 2024-09-27
Sponsor EIN / plan number45-5531017 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240927163813NAL0001436259001, received 2024-09-27
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240927163813NAL0001436259001, received 2024-09-27
Sponsor locationROCKVILLE, MDForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240927163813NAL0001436259001, received 2024-09-27
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20240927163813NAL0001436259001, received 2024-09-27
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240927163813NAL0001436259001, received 2024-09-27
Filing received2024-09-27Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240927163813NAL0001436259001, received 2024-09-27
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240927163813NAL0001436259001, received 2024-09-27
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20240927163813NAL0001436259001, received 2024-09-27
Participants, beginning of year109Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240927163813NAL0001436259001, received 2024-09-27
Active participants56Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240927163813NAL0001436259001, received 2024-09-27
Participants, end of year101Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240927163813NAL0001436259001, received 2024-09-27
Participants with an account balance88Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240927163813NAL0001436259001, received 2024-09-27
Total assets, beginning of year$5,793,613Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240927163813NAL0001436259001, received 2024-09-27
Total assets, end of year$5,914,023Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240927163813NAL0001436259001, received 2024-09-27
Net assets, end of year$5,912,737Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240927163813NAL0001436259001, received 2024-09-27
Total income$1,930,640Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240927163813NAL0001436259001, received 2024-09-27
Net income$119,996Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240927163813NAL0001436259001, received 2024-09-27
Employer contributions$286,990Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240927163813NAL0001436259001, received 2024-09-27
Participant contributions$729,109Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240927163813NAL0001436259001, received 2024-09-27
Other contributions (incl. rollovers)$0Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20240927163813NAL0001436259001, received 2024-09-27
Total contributions$1,016,099Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240927163813NAL0001436259001, received 2024-09-27
Benefit payments$1,778,037Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240927163813NAL0001436259001, received 2024-09-27
Total expenses (incl. benefit payments)$1,810,644Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240927163813NAL0001436259001, received 2024-09-27
Total administrative expenses$32,607Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240927163813NAL0001436259001, received 2024-09-27
Recordkeeping fees$10Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240927163813NAL0001436259001, received 2024-09-27
Investment advisory and management fees$31,347Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20240927163813NAL0001436259001, received 2024-09-27
Administrative expenses excluding investment management$1,260derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240927163813NAL0001436259001, received 2024-09-27
Held in mutual funds$5,062,444Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20240927163813NAL0001436259001, received 2024-09-27
Independent auditorINSERO & CO. CPAS, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240927163813NAL0001436259001, received 2024-09-27

Position = column in the DOL layout for form year 2023. Filing 20240927163813NAL0001436259001, received 2024-09-27.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
WELLINGTON CONSULTING SERVICES, INCINVESTMENT ADVISOR 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 51 Investment management fees paid directly by plan $31,348no
CHARLES SCHWAB AND COMPANYCUSTODIAN 33 Securities brokerage $1,250yes
WELLINGTON RETIREMENT SOLUTIONS,INCrecordkeeperRECORDKEEPER 15 Recordkeeping and information management $10no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20240927163813NAL0001436259001, received 2024-09-27.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: CLOUDBOLT SOFTWARE, INC.; SEC registrant: CloudBolt Software, Inc. (CIK 1574036, matched by EIN).