How big is Equitybee Inc.'s plan?

Equitybee Inc.'s plan reported $937K in assets and 19 participants for 2024.

Original filing (PDF)20250606004337NAL0034162098001

Equitybee Inc.

Name: Equitybee Inc. — Equitybee Inc. 401(k) Plan, Form 5500 (2024)
Creator: Equitybee Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Equitybee Inc. 401(k) Plan

401(k) retirement plan · Equitybee Inc.'s Equitybee Inc. 401(k) Plan held $937K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

People on this filing

Leo YEN signed Equitybee Inc.'s 2024 Form 5500 as plan administrator.

Leo YEN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Equitybee Inc.'s EIN is 82-3797846.

EIN 82-3797846

Plan number 001

Plan year 2024

ACK ID 20250606004337NAL0034162098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Equitybee Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Equitybee Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EQUITYBEE INC.

EIN

all filings

Address

955 ALMA STREET · SUITE A · PALO ALTO, CA · 94301

Phone

(408) 263-1040

Industry

Professional & Technical Services

Plan administrator