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PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

PALO ALTO SOFTWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO SOFTWARE, INC.
Employer identification number (EIN):931131141
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about PALO ALTO SOFTWARE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1992-11-03
Company Identification Number: 31899081
Legal Registered Office Address: 44 WEST BROADWAY

EUGENE
United States of America (USA)
97401

More information about PALO ALTO SOFTWARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TREVOR BETENSON2024-10-07
0012022-01-01TREVOR BETENSON2023-10-06
0012021-01-01TREVOR BETENSON2022-08-26
0012020-01-01TREVOR BETENSON2021-10-13
0012019-01-01TREVOR BETENSON2020-07-20
0012018-01-01TREVOR BETENSON2019-10-07
0012017-01-01TREVOR BETENSON2018-10-11
0012016-10-01TREVOR BETENSON2017-09-14
0012015-10-01TIMOTHY BERRY2017-02-28
0012014-10-01TIMOTHY BERRY2016-06-10
0012013-10-01TIM BERRY2015-03-27
0012012-10-01TIM BERRY2014-04-08
0012011-10-01TREVOR BETENSON2013-02-26 TREVOR BETENSON2013-02-26
0012010-10-01TIM BERRY2012-01-25 TIM BERRY2012-01-25

Financial Data on PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-07257738
Net assets as of the end of the plan year2024-10-0710803106
Total assets as of the beginning of the plan year2024-10-079029481
Value of plan covered by a fidelity bond2024-10-07500000
Participant contributions to plan in this plan year2024-10-07453844
Value of participant loans at end of plan year2024-10-0755250
Other income to plan in this plan year2024-10-071347859
Plan net income in this plan year2024-10-071773625
Net assets as of the end of the plan year2024-10-0710803106
Net assets as of the beginning of the plan year2024-10-079029481
Employer contributions to plan in this plan year2024-10-07229660
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0725162

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