Plan Name | UDACITY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UDACITY |
Employer identification number (EIN): | 452674088 |
NAIC Classification: | 611000 |
Additional information about UDACITY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-10-24 |
Company Identification Number: | 0802845113 |
Legal Registered Office Address: |
2440 W EL CAMINO REAL STE 600 MOUNTAIN VIEW United States of America (USA) 94040 |
More information about UDACITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | NIKHIL ABRAHAM | |||
001 | 2016-01-01 | NIKHIL ABRAHAM | |||
001 | 2015-01-01 | TAMMY FESTEJO | 2016-06-14 | ||
001 | 2014-01-01 | TAMMY FESTEJO | 2015-06-10 | ||
001 | 2013-01-01 | TAMMY FESTEJO | 2014-06-26 | TAMMY FESTEJO | 2014-06-26 |
001 | 2012-07-01 | TAMMY FESTEJO | 2013-06-13 |
Measure | Date | Value |
---|---|---|
2022: UDACITY 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 478 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 278 |
Total of all active and inactive participants | 2022-01-01 | 455 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 455 |
Number of participants with account balances | 2022-01-01 | 449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UDACITY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 197 |
Total of all active and inactive participants | 2021-01-01 | 477 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 477 |
Number of participants with account balances | 2021-01-01 | 469 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: UDACITY 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 220 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 165 |
Total of all active and inactive participants | 2020-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 385 |
Number of participants with account balances | 2020-01-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: UDACITY 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 204 |
Total of all active and inactive participants | 2019-01-01 | 380 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 380 |
Number of participants with account balances | 2019-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: UDACITY 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 151 |
Total of all active and inactive participants | 2018-01-01 | 392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 392 |
Number of participants with account balances | 2018-01-01 | 312 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: UDACITY 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 56 |
Total of all active and inactive participants | 2017-01-01 | 347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 347 |
Number of participants with account balances | 2017-01-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: UDACITY 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 44 |
Total of all active and inactive participants | 2016-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 248 |
Number of participants with account balances | 2016-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : UDACITY 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $364,206 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,574,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,519,118 |
Value of total corrective distributions | 2022-12-31 | $48,452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,486,994 |
Value of total assets at end of year | 2022-12-31 | $14,219,241 |
Value of total assets at beginning of year | 2022-12-31 | $16,429,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,943 |
Total interest from all sources | 2022-12-31 | $3,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $264,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $264,252 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,211,243 |
Participant contributions at end of year | 2022-12-31 | $1,227 |
Participant contributions at beginning of year | 2022-12-31 | $41,734 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $275,751 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,210,307 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,219,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,429,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,093,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,184,886 |
Interest on participant loans | 2022-12-31 | $449 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $124,033 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $202,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $202,928 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $3,003 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,390,492 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,519,118 |
Contract administrator fees | 2022-12-31 | $6,943 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : UDACITY 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $6,085,682 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,114,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,106,969 |
Value of total corrective distributions | 2021-12-31 | $2,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,667,308 |
Value of total assets at end of year | 2021-12-31 | $16,429,548 |
Value of total assets at beginning of year | 2021-12-31 | $13,458,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,349 |
Total interest from all sources | 2021-12-31 | $1,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $231,466 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $231,466 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,255,643 |
Participant contributions at end of year | 2021-12-31 | $41,734 |
Participant contributions at beginning of year | 2021-12-31 | $25,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $411,665 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,971,097 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,429,548 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,458,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,184,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,140,677 |
Interest on participant loans | 2021-12-31 | $1,060 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $202,928 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $292,645 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $292,645 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $30 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,185,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,106,969 |
Contract administrator fees | 2021-12-31 | $5,349 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : UDACITY 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $4,846,656 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,317,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,310,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,871,330 |
Value of total assets at end of year | 2020-12-31 | $13,458,451 |
Value of total assets at beginning of year | 2020-12-31 | $9,929,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,477 |
Total interest from all sources | 2020-12-31 | $1,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $185,977 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $185,977 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,102,683 |
Participant contributions at end of year | 2020-12-31 | $25,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $768,647 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,529,200 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,458,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,929,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,140,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,704,826 |
Interest on participant loans | 2020-12-31 | $534 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $292,645 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $224,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $224,425 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,788,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,310,979 |
Contract administrator fees | 2020-12-31 | $6,477 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : UDACITY 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $4,325,886 |
Total income from all sources (including contributions) | 2019-12-31 | $4,325,886 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,750,746 |
Total of all expenses incurred | 2019-12-31 | $1,750,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,744,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,744,033 |
Value of total corrective distributions | 2019-12-31 | $3,191 |
Value of total corrective distributions | 2019-12-31 | $3,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,456,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,456,491 |
Value of total assets at end of year | 2019-12-31 | $9,929,251 |
Value of total assets at end of year | 2019-12-31 | $9,929,251 |
Value of total assets at beginning of year | 2019-12-31 | $7,354,111 |
Value of total assets at beginning of year | 2019-12-31 | $7,354,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,522 |
Total interest from all sources | 2019-12-31 | $5,649 |
Total interest from all sources | 2019-12-31 | $5,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $196,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $196,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $196,434 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $196,434 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,750,926 |
Contributions received from participants | 2019-12-31 | $1,750,926 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $20,845 |
Participant contributions at beginning of year | 2019-12-31 | $20,845 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $705,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $705,565 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,575,140 |
Value of net income/loss | 2019-12-31 | $2,575,140 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,929,251 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,929,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,354,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,354,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,704,826 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,704,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,117,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,117,722 |
Interest on participant loans | 2019-12-31 | $346 |
Interest on participant loans | 2019-12-31 | $346 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $224,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $224,425 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $215,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $215,544 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,303 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,303 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,667,312 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,667,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,744,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,744,033 |
Contract administrator fees | 2019-12-31 | $3,522 |
Contract administrator fees | 2019-12-31 | $3,522 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : UDACITY 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $2,583,752 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $447,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $436,295 |
Value of total corrective distributions | 2018-12-31 | $10,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,146,852 |
Value of total assets at end of year | 2018-12-31 | $7,354,111 |
Value of total assets at beginning of year | 2018-12-31 | $5,217,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $3,334 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $164,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $164,456 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,661,047 |
Participant contributions at end of year | 2018-12-31 | $20,845 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $485,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,136,598 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,354,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,217,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,117,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,069,249 |
Interest on participant loans | 2018-12-31 | $522 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $215,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $148,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $148,264 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-730,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $436,295 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : UDACITY 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $2,664,421 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $319,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $301,983 |
Value of total corrective distributions | 2017-12-31 | $10,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,990,938 |
Value of total assets at end of year | 2017-12-31 | $5,217,513 |
Value of total assets at beginning of year | 2017-12-31 | $2,872,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,250 |
Total interest from all sources | 2017-12-31 | $1,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $83,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $83,353 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $287,294 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,791,263 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $199,675 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,344,575 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,217,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,872,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,069,249 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,764,544 |
Interest on participant loans | 2017-12-31 | $2 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $148,264 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $108,186 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $108,186 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $589,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $301,983 |
Contract administrator fees | 2017-12-31 | $7,250 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : UDACITY 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $1,866,060 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $237,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $233,993 |
Value of total corrective distributions | 2016-12-31 | $2,256 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,666,055 |
Value of total assets at end of year | 2016-12-31 | $2,872,938 |
Value of total assets at beginning of year | 2016-12-31 | $1,244,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,010 |
Total interest from all sources | 2016-12-31 | $286 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $48,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $48,230 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $287,294 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,328,200 |
Participant contributions at end of year | 2016-12-31 | $208 |
Participant contributions at beginning of year | 2016-12-31 | $645 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $337,855 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,628,801 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,872,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,244,137 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,764,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,187,460 |
Interest on participant loans | 2016-12-31 | $20 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $108,186 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $56,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $56,032 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $151,489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $233,993 |
Contract administrator fees | 2016-12-31 | $1,010 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2022: UDACITY 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UDACITY 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UDACITY 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UDACITY 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UDACITY 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UDACITY 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UDACITY 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |