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KALTURA, INC. 401(K) PLAN 401k Plan overview

Plan NameKALTURA, INC. 401(K) PLAN
Plan identification number 001

KALTURA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

KALTURA INC. has sponsored the creation of one or more 401k plans.

Company Name:KALTURA INC.
Employer identification number (EIN):208128326
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about KALTURA INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-05-12
Company Identification Number: 0801424307
Legal Registered Office Address: 860 BROADWAY FL 3

NEW YORK
United States of America (USA)
10003

More information about KALTURA INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KALTURA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEAH COOKE
0012016-01-01LEAH COOKE

Plan Statistics for KALTURA, INC. 401(K) PLAN

401k plan membership statisitcs for KALTURA, INC. 401(K) PLAN

Measure Date Value
2023: KALTURA, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01228
Total number of active participants reported on line 7a of the Form 55002023-01-01135
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01117
Total of all active and inactive participants2023-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01253
Number of participants with account balances2023-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0120
2022: KALTURA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01228
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: KALTURA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: KALTURA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01158
Number of participants with account balances2020-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: KALTURA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: KALTURA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-0193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KALTURA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KALTURA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01130
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on KALTURA, INC. 401(K) PLAN

Measure Date Value
2023 : KALTURA, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,176,371
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,187,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,176,845
Expenses. Certain deemed distributions of participant loans2023-12-31$7,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,702,973
Value of total assets at end of year2023-12-31$10,137,476
Value of total assets at beginning of year2023-12-31$8,148,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,804
Total interest from all sources2023-12-31$5,747
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$228,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$228,540
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,340,418
Participant contributions at end of year2023-12-31$121,529
Participant contributions at beginning of year2023-12-31$82,434
Participant contributions at end of year2023-12-31$46,222
Participant contributions at beginning of year2023-12-31$56,849
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$73,598
Other income not declared elsewhere2023-12-31$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,988,561
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,137,476
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,148,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,147,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,648,913
Interest on participant loans2023-12-31$5,747
Value of interest in common/collective trusts at end of year2023-12-31$1,792,300
Value of interest in common/collective trusts at beginning of year2023-12-31$1,311,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$937,857
Net investment gain or loss from common/collective trusts2023-12-31$300,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$288,957
Employer contributions (assets) at end of year2023-12-31$30,276
Employer contributions (assets) at beginning of year2023-12-31$49,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,176,845
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARON & BLETZER PLLC
Accountancy firm EIN2023-12-31043499945
2022 : KALTURA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$655,480
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$826,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$823,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,139,142
Value of total assets at end of year2022-12-31$8,111,718
Value of total assets at beginning of year2022-12-31$8,282,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,014
Total interest from all sources2022-12-31$5,130
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$339,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$339,898
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,618,813
Participant contributions at end of year2022-12-31$82,434
Participant contributions at beginning of year2022-12-31$89,326
Participant contributions at end of year2022-12-31$56,849
Participant contributions at beginning of year2022-12-31$55,615
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$194,542
Other income not declared elsewhere2022-12-31$628
Administrative expenses (other) incurred2022-12-31$3,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-171,085
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,111,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,282,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,648,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,657,355
Interest on participant loans2022-12-31$5,130
Value of interest in common/collective trusts at end of year2022-12-31$1,311,275
Value of interest in common/collective trusts at beginning of year2022-12-31$1,447,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,561,139
Net investment gain or loss from common/collective trusts2022-12-31$-268,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$325,787
Employer contributions (assets) at end of year2022-12-31$12,247
Employer contributions (assets) at beginning of year2022-12-31$33,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$823,551
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER PLLC
Accountancy firm EIN2022-12-31043499945
2021 : KALTURA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,756,616
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$402,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$399,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,680,165
Value of total assets at end of year2021-12-31$8,282,803
Value of total assets at beginning of year2021-12-31$5,928,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,449
Total interest from all sources2021-12-31$5,432
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$338,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$338,342
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,317,886
Participant contributions at end of year2021-12-31$89,326
Participant contributions at beginning of year2021-12-31$84,782
Participant contributions at end of year2021-12-31$55,615
Participant contributions at beginning of year2021-12-31$40,333
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,609
Administrative expenses (other) incurred2021-12-31$2,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,354,231
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,282,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,928,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,657,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,753,100
Interest on participant loans2021-12-31$5,432
Value of interest in common/collective trusts at end of year2021-12-31$1,447,222
Value of interest in common/collective trusts at beginning of year2021-12-31$1,041,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$435,376
Net investment gain or loss from common/collective trusts2021-12-31$297,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$302,670
Employer contributions (assets) at end of year2021-12-31$33,285
Employer contributions (assets) at beginning of year2021-12-31$8,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$399,936
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31043499945
2020 : KALTURA, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,154,888
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$310,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$286,779
Expenses. Certain deemed distributions of participant loans2020-12-31$23,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,348,181
Value of total assets at end of year2020-12-31$5,928,572
Value of total assets at beginning of year2020-12-31$4,084,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$745
Total interest from all sources2020-12-31$4,746
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$148,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$148,675
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$409,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$922,796
Participant contributions at end of year2020-12-31$84,782
Participant contributions at beginning of year2020-12-31$67,010
Participant contributions at end of year2020-12-31$40,333
Participant contributions at beginning of year2020-12-31$33,998
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$229,427
Administrative expenses (other) incurred2020-12-31$745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,843,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,928,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,084,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,753,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,188,960
Interest on participant loans2020-12-31$4,746
Value of interest in common/collective trusts at end of year2020-12-31$1,041,838
Value of interest in common/collective trusts at beginning of year2020-12-31$787,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$494,176
Net investment gain or loss from common/collective trusts2020-12-31$159,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$195,958
Employer contributions (assets) at end of year2020-12-31$8,519
Employer contributions (assets) at beginning of year2020-12-31$7,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$286,779
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : KALTURA, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,867,104
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$170,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$169,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,215,506
Value of total assets at end of year2019-12-31$4,084,648
Value of total assets at beginning of year2019-12-31$2,388,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$955
Total interest from all sources2019-12-31$1,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$122,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$122,243
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$239,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$710,273
Participant contributions at end of year2019-12-31$67,010
Participant contributions at beginning of year2019-12-31$10,699
Participant contributions at end of year2019-12-31$33,998
Participant contributions at beginning of year2019-12-31$18,012
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$386,342
Administrative expenses (other) incurred2019-12-31$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,696,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,084,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,388,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,188,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,773,209
Interest on participant loans2019-12-31$1,761
Value of interest in common/collective trusts at end of year2019-12-31$787,050
Value of interest in common/collective trusts at beginning of year2019-12-31$586,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$350,206
Net investment gain or loss from common/collective trusts2019-12-31$177,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$118,891
Employer contributions (assets) at end of year2019-12-31$7,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$169,656
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MBAF CPAS, LLC
Accountancy firm EIN2019-12-31133042744
2018 : KALTURA, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$414,071
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$716,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$714,672
Value of total corrective distributions2018-12-31$1,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$620,265
Value of total assets at end of year2018-12-31$2,388,155
Value of total assets at beginning of year2018-12-31$2,690,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$895
Total interest from all sources2018-12-31$327
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$95,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$95,221
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$270,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$620,265
Participant contributions at end of year2018-12-31$10,699
Participant contributions at beginning of year2018-12-31$5,868
Participant contributions at end of year2018-12-31$18,012
Participant contributions at beginning of year2018-12-31$25,064
Administrative expenses (other) incurred2018-12-31$895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-302,840
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,388,155
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,690,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,773,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,054,480
Interest on participant loans2018-12-31$327
Value of interest in common/collective trusts at end of year2018-12-31$586,235
Value of interest in common/collective trusts at beginning of year2018-12-31$605,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-264,667
Net investment gain or loss from common/collective trusts2018-12-31$-37,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$714,672
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MBAF CPAS, LLC
Accountancy firm EIN2018-12-31133042744
2017 : KALTURA, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,119,085
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$617,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$616,616
Value of total corrective distributions2017-12-31$192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$719,267
Value of total assets at end of year2017-12-31$2,690,995
Value of total assets at beginning of year2017-12-31$2,189,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$775
Total interest from all sources2017-12-31$811
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$76,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$76,366
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$219,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$648,488
Participant contributions at end of year2017-12-31$5,868
Participant contributions at beginning of year2017-12-31$58,526
Participant contributions at end of year2017-12-31$25,064
Participant contributions at beginning of year2017-12-31$32,048
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,779
Administrative expenses (other) incurred2017-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$501,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,690,995
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,189,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,054,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,722,449
Interest on participant loans2017-12-31$811
Value of interest in common/collective trusts at end of year2017-12-31$605,583
Value of interest in common/collective trusts at beginning of year2017-12-31$376,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$231,392
Net investment gain or loss from common/collective trusts2017-12-31$91,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$616,616
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MBAF CPAS, LLC
Accountancy firm EIN2017-12-31133042744
2016 : KALTURA, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,450,076
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$859,148
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$119,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$627,328
Value of total assets at end of year2016-12-31$2,189,493
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$625
Total interest from all sources2016-12-31$1,879
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53,135
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$627,328
Participant contributions at end of year2016-12-31$58,526
Participant contributions at end of year2016-12-31$32,048
Administrative expenses (other) incurred2016-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$739,417
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,189,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,722,449
Interest on participant loans2016-12-31$1,879
Value of interest in common/collective trusts at end of year2016-12-31$376,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$132,762
Net investment gain or loss from common/collective trusts2016-12-31$44,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$119,106
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MBAF CPAS, LLC
Accountancy firm EIN2016-12-31133842744

Form 5500 Responses for KALTURA, INC. 401(K) PLAN

2023: KALTURA, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KALTURA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KALTURA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KALTURA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KALTURA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KALTURA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KALTURA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KALTURA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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