401(k) · DOL Form 5500 · 2024

Madcap Software, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$9M
Total assets
136
Participants
26th
Percentile by assets

Sponsored by Madcap Software, Inc. · Colorado · Information & Media

What the 2024 filing shows

Madcap Software, Inc. 401(k) Plan holds $9M for 136 participants - about $66,417 per participant, in the lower half of filed plans by assets.

$9M
total plan assets (2024 EOY)
136
covered participants
26th
percentile by assets (of 67,083 plans)
$66,417
avg assets per participant
Total Assets (2023)
$9M
Participants
136
State
Industry
Information & Media

What the Filing Says About Madcap Software, Inc. 401(k) Plan

Madcap Software, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Madcap Software, Inc., headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 136 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 201966687, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $9M at year-end. Net assets (after liabilities) closed the year at $9M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Plan Type401(k)
Employer EIN201966687
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Madcap Software, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Madcap Software, Inc. 401(k) Plan holds $9M in total assets with 136 participants. It is sponsored by Madcap Software, Inc..
What type of plan is Madcap Software, Inc. 401(k) Plan?
Madcap Software, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2024-01-01. The plan is filed with the U.S. Department of Labor under EIN 201966687.
Who sponsors the Madcap Software, Inc. 401(k) Plan?
Madcap Software, Inc. 401(k) Plan is sponsored by Madcap Software, Inc., located in Colorado. The sponsor's EIN is 201966687 and the plan operates in the Information & Media industry.
How did Madcap Software, Inc. 401(k) Plan perform in 2024?
Madcap Software, Inc. 401(k) Plan held $9M in total assets at the end of 2024. Net income was $1M.
Where can I find official filings for Madcap Software, Inc. 401(k) Plan?
Official Form 5500 filings for Madcap Software, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201966687 or plan name at efast.dol.gov.
How does Madcap Software, Inc. 401(k) Plan compare to other plans?
You can compare Madcap Software, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks all 133,317 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201966687.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.