401k Plan data: WALKME, INC 401K PLAN plan

WALKME, INC 401K PLAN 401k Plan overview

Plan Name	WALKME, INC 401K PLAN
Plan identification number	001

WALKME, INC 401K 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.
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

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

Company Name: WALKME, INC

Employer identification number (EIN): 461137722

NAIC Classification: 511210
NAIC Description: Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKME, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THANH CORDELL

Plan Statistics for WALKME, INC 401K PLAN

401k plan membership statisitcs for WALKME, INC 401K PLAN

Measure Date Value
2022: WALKME, INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 601
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 521
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 136
Total of all active and inactive participants 2022-01-01 657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 657
Number of participants with account balances 2022-01-01 579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: WALKME, INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 500
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 92
Total of all active and inactive participants 2021-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 592
Number of participants with account balances 2021-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WALKME, INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 389
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 61
Total of all active and inactive participants 2020-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 450
Number of participants with account balances 2020-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WALKME, INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 347
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 57
Total of all active and inactive participants 2019-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 404
Number of participants with account balances 2019-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WALKME, INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 283
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 38
Total of all active and inactive participants 2018-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 321
Number of participants with account balances 2018-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WALKME, INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 229
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 2017-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 248
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
2022: WALKME, INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	601
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	521
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	136
Total of all active and inactive participants	2022-01-01	657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	657
Number of participants with account balances	2022-01-01	579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: WALKME, INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	500
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	92
Total of all active and inactive participants	2021-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	592
Number of participants with account balances	2021-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WALKME, INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	389
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	61
Total of all active and inactive participants	2020-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	450
Number of participants with account balances	2020-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WALKME, INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	347
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	57
Total of all active and inactive participants	2019-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	404
Number of participants with account balances	2019-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WALKME, INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	283
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	38
Total of all active and inactive participants	2018-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	321
Number of participants with account balances	2018-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WALKME, INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	229
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	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	248
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 WALKME, INC 401K PLAN

Measure	Date	Value
2022 : WALKME, INC 401K PLAN 2022 401k financial data
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
Total income from all sources (including contributions)	2022-12-31	$6,409,625
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,615,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,599,712
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,260
Value of total corrective distributions	2022-12-31	$6,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,956,561
Value of total assets at end of year	2022-12-31	$20,350,245
Value of total assets at beginning of year	2022-12-31	$16,556,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,817
Total interest from all sources	2022-12-31	$8,874
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$742,604
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	$742,604
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	$5,944,275
Participant contributions at end of year	2022-12-31	$255,625
Participant contributions at beginning of year	2022-12-31	$134,272
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,841,233
Other income not declared elsewhere	2022-12-31	$3
Administrative expenses (other) incurred	2022-12-31	$6,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$3,793,939
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,350,245
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,556,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,837,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,290,177
Interest on participant loans	2022-12-31	$8,874
Value of interest in common/collective trusts at end of year	2022-12-31	$256,728
Value of interest in common/collective trusts at beginning of year	2022-12-31	$131,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,301,034
Net investment gain or loss from common/collective trusts	2022-12-31	$2,617
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
Contributions received in cash from employer	2022-12-31	$2,171,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,599,712
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITHBROWN PC
Accountancy firm EIN	2022-12-31	222027092
2021 : WALKME, INC 401K PLAN 2021 401k financial data
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
Total income from all sources (including contributions)	2021-12-31	$8,124,286
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,285,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,264,845
Expenses. Certain deemed distributions of participant loans	2021-12-31	$15,198
Value of total corrective distributions	2021-12-31	$1,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,297,886
Value of total assets at end of year	2021-12-31	$16,556,306
Value of total assets at beginning of year	2021-12-31	$9,717,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,506
Total interest from all sources	2021-12-31	$4,698
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$493,403
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	$493,403
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,374,162
Participant contributions at end of year	2021-12-31	$134,272
Participant contributions at beginning of year	2021-12-31	$32,465
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,923,724
Administrative expenses (other) incurred	2021-12-31	$3,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,838,802
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,556,306
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,717,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,290,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,510,116
Interest on participant loans	2021-12-31	$4,698
Value of interest in common/collective trusts at end of year	2021-12-31	$131,857
Value of interest in common/collective trusts at beginning of year	2021-12-31	$174,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,326,144
Net investment gain or loss from common/collective trusts	2021-12-31	$2,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,264,845
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN PC
Accountancy firm EIN	2021-12-31	222027092
2020 : WALKME, INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,568,077
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$625,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$613,866
Value of total corrective distributions	2020-12-31	$9,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,157,036
Value of total assets at end of year	2020-12-31	$9,717,504
Value of total assets at beginning of year	2020-12-31	$5,774,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,047
Total interest from all sources	2020-12-31	$1,388
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$200,834
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	$200,834
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,936,211
Participant contributions at end of year	2020-12-31	$32,465
Participant contributions at beginning of year	2020-12-31	$13,766
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$220,825
Administrative expenses (other) incurred	2020-12-31	$2,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,942,803
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,717,504
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,774,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,510,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,685,252
Interest on participant loans	2020-12-31	$1,388
Value of interest in common/collective trusts at end of year	2020-12-31	$174,923
Value of interest in common/collective trusts at beginning of year	2020-12-31	$75,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,206,052
Net investment gain or loss from common/collective trusts	2020-12-31	$2,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$613,866
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LINQUIST LLP
Accountancy firm EIN	2020-12-31	522385296
2019 : WALKME, INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$3,472,389
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$808,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$804,980
Value of total corrective distributions	2019-12-31	$1,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,504,787
Value of total assets at end of year	2019-12-31	$5,774,701
Value of total assets at beginning of year	2019-12-31	$3,110,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,447
Total interest from all sources	2019-12-31	$1,303
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$131,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$131,861
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$2,135,311
Participant contributions at end of year	2019-12-31	$13,766
Participant contributions at beginning of year	2019-12-31	$22,664
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$369,476
Other income not declared elsewhere	2019-12-31	$18,595
Administrative expenses (other) incurred	2019-12-31	$1,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,664,027
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,774,701
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,110,674
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 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	$5,685,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,040,071
Interest on participant loans	2019-12-31	$1,303
Value of interest in common/collective trusts at end of year	2019-12-31	$75,683
Value of interest in common/collective trusts at beginning of year	2019-12-31	$47,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$814,323
Net investment gain or loss from common/collective trusts	2019-12-31	$1,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$804,980
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LINQUIST LLP
Accountancy firm EIN	2019-12-31	522385296
2018 : WALKME, INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	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	$1,324,286
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$213,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$172,075
Value of total corrective distributions	2018-12-31	$40,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,601,459
Value of total assets at end of year	2018-12-31	$3,110,674
Value of total assets at beginning of year	2018-12-31	$1,999,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$980
Total interest from all sources	2018-12-31	$452
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$97,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$97,748
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,441,775
Participant contributions at end of year	2018-12-31	$22,664
Participant contributions at beginning of year	2018-12-31	$4,214
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$159,684
Administrative expenses (other) incurred	2018-12-31	$980
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	$1,110,862
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,110,674
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,999,812
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	$3,040,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,969,933
Interest on participant loans	2018-12-31	$452
Value of interest in common/collective trusts at end of year	2018-12-31	$47,939
Value of interest in common/collective trusts at beginning of year	2018-12-31	$25,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-376,154
Net investment gain or loss from common/collective trusts	2018-12-31	$781
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$172,075
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	LINDQUIST LLP
Accountancy firm EIN	2018-12-31	522385296
2017 : WALKME, INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,017,857
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,090,695
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$108,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$108,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$856,001
Value of total assets at end of year	2017-12-31	$1,999,812
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$640
Total interest from all sources	2017-12-31	$57
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$46,614
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	$46,614
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$761,641
Participant contributions at end of year	2017-12-31	$4,214
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$94,360
Administrative expenses (other) incurred	2017-12-31	$640
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	$981,955
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,999,812
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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	$1,969,933
Interest on participant loans	2017-12-31	$57
Value of interest in common/collective trusts at end of year	2017-12-31	$25,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$187,652
Net investment gain or loss from common/collective trusts	2017-12-31	$371
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	$108,100
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	LINDQUIST LLP
Accountancy firm EIN	2017-12-31	522385296

Form 5500 Responses for WALKME, INC 401K PLAN

2022: WALKME, INC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WALKME, INC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALKME, INC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALKME, INC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALKME, INC 401K 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: WALKME, INC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALKME, INC
Employer identification number (EIN):	461137722
NAIC Classification:	511210
NAIC Description:	Software Publishers