401k Plan data: SERVICETITAN 401(K) PLAN plan

SERVICETITAN 401(K) PLAN 401k Plan overview

Plan Name	SERVICETITAN 401(K) PLAN
Plan identification number	001

SERVICETITAN 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: SERVICETITAN, INC.

Employer identification number (EIN): 260331862

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICETITAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 LEANNA LILLY
001 2023-01-01
001 2023-01-01 LEANNA LILLY
001 2022-01-01
001 2022-01-01 LEANNA LILLY
001 2021-01-01
001 2021-01-01 LEANNA LILLY
001 2020-01-01 DAVE ALLEN 2021-09-17 DAVE ALLEN 2021-09-17
001 2019-01-01 DAVE ALLEN 2020-10-13
001 2018-01-01 DAVID ALLEN 2020-08-27
001 2017-01-01 GURJEET KASHYAP
001 2017-01-01
001 2016-01-01 RUSSELL NICHOLLS 2017-07-26
001 2015-07-01 TRACEE FLORES 2016-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	LEANNA LILLY
001	2023-01-01
001	2023-01-01	LEANNA LILLY
001	2022-01-01
001	2022-01-01	LEANNA LILLY
001	2021-01-01
001	2021-01-01	LEANNA LILLY
001	2020-01-01	DAVE ALLEN	2021-09-17	DAVE ALLEN	2021-09-17
001	2019-01-01	DAVE ALLEN	2020-10-13
001	2018-01-01	DAVID ALLEN	2020-08-27
001	2017-01-01	GURJEET KASHYAP
001	2017-01-01
001	2016-01-01	RUSSELL NICHOLLS	2017-07-26
001	2015-07-01	TRACEE FLORES	2016-07-18

Plan Statistics for SERVICETITAN 401(K) PLAN

401k plan membership statisitcs for SERVICETITAN 401(K) PLAN

Measure Date Value
2023: SERVICETITAN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,558
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,135
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 609
Total of all active and inactive participants 2023-01-01 2,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2,744
Number of participants with account balances 2023-01-01 2,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SERVICETITAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,944
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,199
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 359
Total of all active and inactive participants 2022-01-01 2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,558
Number of participants with account balances 2022-01-01 2,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SERVICETITAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,022
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,728
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 216
Total of all active and inactive participants 2021-01-01 1,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,944
Number of participants with account balances 2021-01-01 1,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SERVICETITAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 893
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 129
Total of all active and inactive participants 2020-01-01 1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,022
Number of participants with account balances 2020-01-01 933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SERVICETITAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 605
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 758
Number of retired or separated participants receiving benefits 2019-01-01 57
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 815
Number of participants with account balances 2019-01-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SERVICETITAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 588
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 35
Total of all active and inactive participants 2018-01-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 623
Number of participants with account balances 2018-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SERVICETITAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 293
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 19
Total of all active and inactive participants 2017-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 312
Number of participants with account balances 2017-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: SERVICETITAN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,558
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,135
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	609
Total of all active and inactive participants	2023-01-01	2,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2,744
Number of participants with account balances	2023-01-01	2,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SERVICETITAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,944
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,199
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	359
Total of all active and inactive participants	2022-01-01	2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,558
Number of participants with account balances	2022-01-01	2,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SERVICETITAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,022
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,728
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	216
Total of all active and inactive participants	2021-01-01	1,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,944
Number of participants with account balances	2021-01-01	1,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SERVICETITAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	893
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	129
Total of all active and inactive participants	2020-01-01	1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,022
Number of participants with account balances	2020-01-01	933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SERVICETITAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	605
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	758
Number of retired or separated participants receiving benefits	2019-01-01	57
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	815
Number of participants with account balances	2019-01-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SERVICETITAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	588
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	35
Total of all active and inactive participants	2018-01-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	623
Number of participants with account balances	2018-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SERVICETITAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	293
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	19
Total of all active and inactive participants	2017-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	312
Number of participants with account balances	2017-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SERVICETITAN 401(K) PLAN

Measure	Date	Value
2023 : SERVICETITAN 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$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
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$57,065,644
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$6,580,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$6,536,225
Expenses. Certain deemed distributions of participant loans	2023-12-31	$1,907
Value of total corrective distributions	2023-12-31	$8,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$39,358,723
Value of total assets at end of year	2023-12-31	$117,972,750
Value of total assets at beginning of year	2023-12-31	$67,488,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$34,065
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$66,747
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,079,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,079,842
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$23,661,909
Participant contributions at end of year	2023-12-31	$1,309,068
Participant contributions at beginning of year	2023-12-31	$809,198
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$7,722,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$50,484,662
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$117,972,750
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$67,488,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$23,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$115,653,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$66,068,208
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$66,191
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$986,233
Value of interest in common/collective trusts at beginning of year	2023-12-31	$608,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$23,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$1,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$1,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$556
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$15,531,896
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$28,436
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$7,974,206
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$6,536,225
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$300
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-12-31	300840934
Unrealized appreciation/depreciation of real estate assets	2023-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$0
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$0
Total transfer of assets from this plan	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$57,065,644
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$6,580,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$6,536,225
Expenses. Certain deemed distributions of participant loans	2023-01-01	$1,907
Value of total corrective distributions	2023-01-01	$8,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$39,358,723
Value of total assets at end of year	2023-01-01	$117,972,750
Value of total assets at beginning of year	2023-01-01	$67,488,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$34,065
Total income from rents	2023-01-01	$0
Total interest from all sources	2023-01-01	$66,747
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$2,079,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$2,079,842
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$23,661,909
Participant contributions at end of year	2023-01-01	$1,309,068
Participant contributions at beginning of year	2023-01-01	$809,198
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$7,722,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$0
Liabilities. Value of operating payables at end of year	2023-01-01	$0
Liabilities. Value of operating payables at beginning of year	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$0
Total non interest bearing cash at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$50,484,662
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$117,972,750
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$67,488,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$23,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$115,653,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$66,068,208
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$66,191
Income. Interest from loans (other than to participants)	2023-01-01	$0
Interest earned on other investments	2023-01-01	$0
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$986,233
Value of interest in common/collective trusts at beginning of year	2023-01-01	$608,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$23,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$556
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$15,531,896
Net investment gain/loss from pooled separate accounts	2023-01-01	$0
Net investment gain or loss from common/collective trusts	2023-01-01	$28,436
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$0
Assets. Invements in employer securities at beginning of year	2023-01-01	$0
Assets. Value of employer real property at end of year	2023-01-01	$0
Assets. Value of employer real property at beginning of year	2023-01-01	$0
Contributions received in cash from employer	2023-01-01	$7,974,206
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$0
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$6,536,225
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$300
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	PENSION ASSURANCE LLP
Accountancy firm EIN	2023-01-01	300840934
2022 : SERVICETITAN 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$24,847,466
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,488,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,437,613
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$13,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$35,719,605
Value of total assets at end of year	2022-12-31	$67,488,088
Value of total assets at beginning of year	2022-12-31	$46,128,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,989
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$23,204
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,301,750
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	$1,301,750
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
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	$20,154,631
Participant contributions at end of year	2022-12-31	$809,198
Participant contributions at beginning of year	2022-12-31	$254,381
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,717,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$22,986
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$21,359,161
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$67,488,088
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$46,128,927
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$14,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$66,068,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$45,839,488
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$23,190
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$608,767
Value of interest in common/collective trusts at beginning of year	2022-12-31	$34,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$96
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$96
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$14
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,204,159
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$7,066
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$6,847,783
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,437,613
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
Unrealized appreciation/depreciation of real estate assets	2022-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$0
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$0
Total transfer of assets from this plan	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$24,847,466
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,488,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,437,613
Expenses. Certain deemed distributions of participant loans	2022-01-01	$0
Value of total corrective distributions	2022-01-01	$13,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$35,719,605
Value of total assets at end of year	2022-01-01	$67,488,088
Value of total assets at beginning of year	2022-01-01	$46,128,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$36,989
Total income from rents	2022-01-01	$0
Total interest from all sources	2022-01-01	$23,204
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$1,301,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$1,301,750
Assets. Real estate other than employer real property at end of year	2022-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-01-01	$0
Administrative expenses professional fees incurred	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$20,154,631
Participant contributions at end of year	2022-01-01	$809,198
Participant contributions at beginning of year	2022-01-01	$254,381
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$8,717,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Assets. Loans (other than to participants) at end of year	2022-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$0
Other income not declared elsewhere	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$22,986
Liabilities. Value of operating payables at end of year	2022-01-01	$0
Liabilities. Value of operating payables at beginning of year	2022-01-01	$0
Total non interest bearing cash at end of year	2022-01-01	$0
Total non interest bearing cash at beginning of year	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Income. Non cash contributions	2022-01-01	$0
Value of net income/loss	2022-01-01	$21,359,161
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$67,488,088
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$46,128,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Assets. partnership/joint venture interests at end of year	2022-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-01-01	$0
Investment advisory and management fees	2022-01-01	$14,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$66,068,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$45,839,488
Value of interest in pooled separate accounts at end of year	2022-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$0
Interest on participant loans	2022-01-01	$23,190
Income. Interest from loans (other than to participants)	2022-01-01	$0
Interest earned on other investments	2022-01-01	$0
Income. Interest from US Government securities	2022-01-01	$0
Income. Interest from corporate debt instruments	2022-01-01	$0
Value of interest in master investment trust accounts at end of year	2022-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$608,767
Value of interest in common/collective trusts at beginning of year	2022-01-01	$34,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$1,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$14
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-01-01	$0
Asset value of US Government securities at end of year	2022-01-01	$0
Asset value of US Government securities at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-12,204,159
Net investment gain/loss from pooled separate accounts	2022-01-01	$0
Net investment gain or loss from common/collective trusts	2022-01-01	$7,066
Net gain/loss from 103.12 investment entities	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$0
Assets. Invements in employer securities at beginning of year	2022-01-01	$0
Assets. Value of employer real property at end of year	2022-01-01	$0
Assets. Value of employer real property at beginning of year	2022-01-01	$0
Contributions received in cash from employer	2022-01-01	$6,847,783
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$0
Income. Dividends from preferred stock	2022-01-01	$0
Income. Dividends from common stock	2022-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,437,613
Asset. Corporate debt instrument preferred debt at end of year	2022-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$0
Contract administrator fees	2022-01-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-01-01	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2022-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-01-01	$0
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$0
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-01-01	300840934
2021 : SERVICETITAN 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$28,123,673
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,131,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,110,887
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$7,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$23,779,931
Value of total assets at end of year	2021-12-31	$46,128,927
Value of total assets at beginning of year	2021-12-31	$20,136,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,139
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$9,611
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,190,132
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	$1,190,132
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,127,889
Participant contributions at end of year	2021-12-31	$254,381
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,316,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$126,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$-14,608
Administrative expenses (other) incurred	2021-12-31	$11,331
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$25,992,585
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$46,128,927
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,136,342
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$1,808
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$45,839,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,738,469
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$9,538
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$73
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$34,962
Value of interest in common/collective trusts at beginning of year	2021-12-31	$134,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$96
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$23,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$23,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$114,258
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,143,884
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$14,723
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$4,335,262
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,110,887
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : SERVICETITAN 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
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
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,236,063
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,222,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,203,599
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,092,192
Value of total assets at end of year	2020-12-31	$20,136,342
Value of total assets at beginning of year	2020-12-31	$6,122,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,827
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$4,305
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$324,789
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	$0
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
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	$7,283,806
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$10,648
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,918,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$126,215
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$62,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$14,013,637
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,136,342
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,122,705
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$18,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,738,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,674,512
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$4,305
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$134,337
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$23,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$295,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$295,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$114,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,814,777
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$2,890,021
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$79,166
Income. Dividends from preferred stock	2020-12-31	$324,789
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,203,599
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : SERVICETITAN 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	$3,685,359
Total income from all sources (including contributions)	2019-12-31	$3,685,359
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	$445,591
Total of all expenses incurred	2019-12-31	$445,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$409,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$409,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,855,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,855,735
Value of total assets at end of year	2019-12-31	$6,122,705
Value of total assets at end of year	2019-12-31	$6,122,705
Value of total assets at beginning of year	2019-12-31	$2,882,937
Value of total assets at beginning of year	2019-12-31	$2,882,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,135
Total interest from all sources	2019-12-31	$2,781
Total interest from all sources	2019-12-31	$2,781
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$34,096
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$34,096
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
Administrative expenses professional fees incurred	2019-12-31	$36,135
Administrative expenses professional fees incurred	2019-12-31	$36,135
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	$2,516,565
Contributions received from participants	2019-12-31	$2,516,565
Participant contributions at end of year	2019-12-31	$10,648
Participant contributions at end of year	2019-12-31	$10,648
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$339,170
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$339,170
Assets. Loans (other than to participants) at end of year	2019-12-31	$62,763
Assets. Loans (other than to participants) at end of year	2019-12-31	$62,763
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$46,513
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$46,513
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$21
Total non interest bearing cash at beginning of year	2019-12-31	$21
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	$3,239,768
Value of net income/loss	2019-12-31	$3,239,768
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,122,705
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,122,705
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,882,937
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,882,937
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	$5,674,512
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,674,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,642,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,642,325
Income. Interest from loans (other than to participants)	2019-12-31	$2,781
Income. Interest from loans (other than to participants)	2019-12-31	$2,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$295,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$295,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$59,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$59,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$59,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$59,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$792,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$792,747
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
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
Employer contributions (assets) at end of year	2019-12-31	$79,166
Employer contributions (assets) at end of year	2019-12-31	$79,166
Employer contributions (assets) at beginning of year	2019-12-31	$134,558
Employer contributions (assets) at beginning of year	2019-12-31	$134,558
Income. Dividends from preferred stock	2019-12-31	$34,096
Income. Dividends from preferred stock	2019-12-31	$34,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$409,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$409,456
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	PENSION ASSURANCE LLP
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
Accountancy firm EIN	2019-12-31	300840934
2018 : SERVICETITAN 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	$1,685,734
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$96,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$85,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,896,514
Value of total assets at end of year	2018-12-31	$2,882,937
Value of total assets at beginning of year	2018-12-31	$1,293,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,896
Total interest from all sources	2018-12-31	$559
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$56,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$10,896
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$110,000
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	$1,396,545
Participant contributions at end of year	2018-12-31	$46,513
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$46,275
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$427,144
Total non interest bearing cash at end of year	2018-12-31	$21
Total non interest bearing cash at beginning of year	2018-12-31	$0
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	$1,589,596
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,882,937
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,293,341
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	$2,642,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,162,802
Interest on participant loans	2018-12-31	$559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$59,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$22,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$22,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-267,825
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$72,825
Employer contributions (assets) at end of year	2018-12-31	$134,558
Employer contributions (assets) at beginning of year	2018-12-31	$61,733
Income. Dividends from preferred stock	2018-12-31	$56,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$85,242
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : SERVICETITAN 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$851,739
Total of all expenses incurred	2017-12-31	$11,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$722,505
Value of total assets at end of year	2017-12-31	$1,185,333
Value of total assets at beginning of year	2017-12-31	$344,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$627
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$20,218
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	$20,218
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$667,459
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$55,046
Other income not declared elsewhere	2017-12-31	$109,016
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	$840,494
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,185,333
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$344,839
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	$1,162,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$344,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$22,531
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	$10,618
Contract administrator fees	2017-12-31	$627
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934

Form 5500 Responses for SERVICETITAN 401(K) PLAN

2023: SERVICETITAN 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SERVICETITAN 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: SERVICETITAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SERVICETITAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SERVICETITAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SERVICETITAN 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: SERVICETITAN 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	50732101
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	507321-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	507321-01
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SERVICETITAN, INC.
Employer identification number (EIN):	260331862
NAIC Classification:	541600