How big is Formx's plan?

Formx's plan reported $71K in assets and 10 participants for 2024.

Original filing (PDF)20250718090307NAL0002204176001

Formx

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

Form 5500-SF

FILING_RECEIVED

Formx 401(k) Plan

401(k) retirement plan · Formx's Formx 401(k) Plan held $71K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Marcus Bowie signed Formx's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Formx's EIN is 84-4850291.

EIN 84-4850291

Plan number 001

Plan year 2024

ACK ID 20250718090307NAL0002204176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORMX.

Finding similar companies…

Plan health score

Above-average plan

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.

Plan sponsor

Name

FORMX

EIN

all filings

Address

171 MAIN ST SUITE 258 · LOS ALTOS, CA · 94022

Phone

(408) 203-8354

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Information / Tech / Media plans

Sixfab Inc.

Sixfab Inc. 401(k) Plan

$71K · 2 participants

COPA Communications LLC

COPA Communications LLC 401(k) Plan

$71K · 7 participants

Heritage Communications, Inc.

HCI 401(k) Plan

$71K · 7 participants

Lakewood Ranch Telecomm Inc.

Lakewood Ranch Telecomm Inc. 401(k) Profit Sharing Plan & Trust

$72K · 10 participants

UNO Communications, Inc.

UNO Communications 401(k) Plan

$72K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.