2023 Form 5500 filing — Sumo Logic, Inc. Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731134355NAL0012719571001) for Sumo Logic, Inc. Retirement Savings Plan, reported by Sumo Logic, Inc. under EIN 27-2234444 and plan number 001. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.3MReported net assets$40,293,389
Participants826
Provider compensation$27.9K2 Schedule C row(s)$27,901
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731134355NAL0012719571001
Plan sponsor
Sumo Logic, Inc.
EIN
27-2234444
Plan number
001
Location
Redwood City, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.3M total assets
Net assets$40.3MLiabilities$0
Money in vs. money out
Total income / additions$17.8M
Total expenses$6.9M
Benefits paid / distributions$6.9M
Contributions
Employer$0
Participant$7.3M
Full reported line items
Total assets (EOY)
$40,293,389
Total liabilities (EOY)
$0
Net assets (EOY)
$40,293,389
Employer contributions
$0
Participant contributions
$7,299,567
Total income / additions
$17,820,137
Benefits paid
$6,880,021
Administrative expenses
$27,901
Total expenses
$6,911,638
Net increase / (decrease)
$10,908,499
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $20.4K · Indirect $0
  2. 2
    ADVISOR · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731134355NAL0012719571001 cover?
It is the 2023 Form 5500 filing for Sumo Logic, Inc. Retirement Savings Plan, reported by Sumo Logic, Inc. (EIN 27-2234444).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages