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PLANGRID 401(K) 401k Plan overview

Plan NamePLANGRID 401(K)
Plan identification number 001

PLANGRID 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:PLANGRID, INC
Employer identification number (EIN):454074136
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANGRID 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01LINDA KEALA
0012017-01-01BRIAN SNYDER
0012016-01-01BRIAN SNYDER2017-10-16 BRIAN SNYDER2017-10-16

Plan Statistics for PLANGRID 401(K)

401k plan membership statisitcs for PLANGRID 401(K)

Measure Date Value
2019: PLANGRID 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01483
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANGRID 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01367
Total number of active participants reported on line 7a of the Form 55002018-01-01363
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01483
Number of participants with account balances2018-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANGRID 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01362
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANGRID 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01164
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01216
Number of participants with account balances2016-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on PLANGRID 401(K)

Measure Date Value
2019 : PLANGRID 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-09$0
Total transfer of assets from this plan2019-05-09$8,060,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-09$0
Total income from all sources (including contributions)2019-05-09$1,290,659
Total loss/gain on sale of assets2019-05-09$0
Total of all expenses incurred2019-05-09$313,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-09$309,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-09$413,427
Value of total assets at end of year2019-05-09$0
Value of total assets at beginning of year2019-05-09$7,084,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-09$3,984
Total interest from all sources2019-05-09$357
Total dividends received (eg from common stock, registered investment company shares)2019-05-09$9,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-05-09$0
Total dividends received from registered investment company shares (eg mutual funds)2019-05-09$9,845
Was this plan covered by a fidelity bond2019-05-09Yes
Value of fidelity bond cover2019-05-09$500,000
If this is an individual account plan, was there a blackout period2019-05-09No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-09$0
Were there any nonexempt tranactions with any party-in-interest2019-05-09No
Contributions received from participants2019-05-09$372,072
Participant contributions at end of year2019-05-09$0
Participant contributions at beginning of year2019-05-09$1,400
Income. Received or receivable in cash from other sources (including rollovers)2019-05-09$41,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-09No
Value of net income/loss2019-05-09$976,811
Value of net assets at end of year (total assets less liabilities)2019-05-09$0
Value of net assets at beginning of year (total assets less liabilities)2019-05-09$7,084,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-09No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-09No
Were any leases to which the plan was party in default or uncollectible2019-05-09No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-09$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-09$7,043,924
Interest on participant loans2019-05-09$35
Income. Interest from loans (other than to participants)2019-05-09$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-09$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-09$38,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-09$38,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-09$322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-09$867,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-09No
Was there a failure to transmit to the plan any participant contributions2019-05-09Yes
Has the plan failed to provide any benefit when due under the plan2019-05-09No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-09$309,864
Contract administrator fees2019-05-09$3,984
Did the plan have assets held for investment2019-05-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-09Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-09Yes
Opinion of an independent qualified public accountant for this plan2019-05-09Disclaimer
Accountancy firm name2019-05-09MOSS ADAMS LLP
Accountancy firm EIN2019-05-09910189318
2018 : PLANGRID 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$3,497,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$318,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$309,284
Value of total corrective distributions2018-12-31$6,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,064,248
Value of total assets at end of year2018-12-31$7,084,039
Value of total assets at beginning of year2018-12-31$3,904,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,395
Total interest from all sources2018-12-31$952
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$150,889
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,237,914
Participant contributions at end of year2018-12-31$1,400
Participant contributions at beginning of year2018-12-31$2,975
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$826,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,179,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,084,039
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,904,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,043,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,877,795
Interest on participant loans2018-12-31$407
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$38,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$24,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$24,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-718,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$309,284
Contract administrator fees2018-12-31$2,395
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : PLANGRID 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$8,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,827,924
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$113,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,380,751
Value of total assets at end of year2017-12-31$3,904,985
Value of total assets at beginning of year2017-12-31$1,181,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,860
Total interest from all sources2017-12-31$57
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$66,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$66,138
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,086,882
Participant contributions at end of year2017-12-31$2,975
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$44,130
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$293,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,714,859
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,904,985
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,181,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,877,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,100,795
Interest on participant loans2017-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$24,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$36,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$36,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$380,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,205
Contract administrator fees2017-12-31$1,860
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : PLANGRID 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,187,189
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,116,614
Value of total assets at end of year2016-12-31$1,181,437
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60
Total interest from all sources2016-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,534
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,060,920
Participant contributions at end of year2016-12-31$44,130
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,181,437
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,181,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,100,795
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$36,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$51,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,692
Contract administrator fees2016-12-31$60
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318

Form 5500 Responses for PLANGRID 401(K)

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

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