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OKTA HOLDINGS LLC RETIREMENT PLAN 401k Plan overview

Plan NameOKTA HOLDINGS LLC RETIREMENT PLAN
Plan identification number 001

OKTA HOLDINGS LLC RETIREMENT PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKTA HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name:OKTA HOLDINGS LLC
Employer identification number (EIN):901033620
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKTA HOLDINGS LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID MAUGER2024-09-04
0012022-01-01BETTY CALDWELL2023-07-18

Financial Data on OKTA HOLDINGS LLC RETIREMENT PLAN

Measure Date Value
2025 : OKTA HOLDINGS LLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1017841
Net assets as of the end of the plan year2025-07-1088007
Total assets as of the beginning of the plan year2025-07-1043265
Value of plan covered by a fidelity bond2025-07-1010000
Participant contributions to plan in this plan year2025-07-1035922
Other income to plan in this plan year2025-07-107335
Plan net income in this plan year2025-07-1044742
Net assets as of the end of the plan year2025-07-1088007
Net assets as of the beginning of the plan year2025-07-1043265
Value of contributions failed to transmitted timely2025-07-1047
Employer contributions to plan in this plan year2025-07-1019326
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-102253
2024 : OKTA HOLDINGS LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0413739
Net assets as of the end of the plan year2024-09-0443265
Total assets as of the beginning of the plan year2024-09-0414302
Value of plan covered by a fidelity bond2024-09-0410000
Participant contributions to plan in this plan year2024-09-0426643
Other income to plan in this plan year2024-09-044367
Plan net income in this plan year2024-09-0428963
Net assets as of the end of the plan year2024-09-0443265
Net assets as of the beginning of the plan year2024-09-0414302
Value of contributions failed to transmitted timely2024-09-04177
Employer contributions to plan in this plan year2024-09-0411692
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-042936

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