2023 Form 5500 filing — Sailpoint Technologies Inc. 401(K) Profit Sharing Plan And Trust

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 20240828130300NAL0019625280001) for Sailpoint Technologies Inc. 401(K) Profit Sharing Plan And Trust, reported by Sailpoint Technologies, Inc. under EIN 90-0187685 and plan number 001. It reports 1,756 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)$146.1MReported net assets$146,126,465
Participants1.8K1,756
Provider compensation$273K4 Schedule C row(s)$272,967
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828130300NAL0019625280001
Plan sponsor
Sailpoint Technologies, Inc.
EIN
90-0187685
Plan number
001
Location
Austin, TX
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)$146.1M total assets
Net assets$146.1MLiabilities$0
Money in vs. money out
Total income / additions$58.1M
Total expenses$11.9M
Benefits paid / distributions$11.6M
Contributions
Employer$7.4M
Participant$22.1M
Full reported line items
Total assets (EOY)
$146,126,465
Total liabilities (EOY)
$0
Net assets (EOY)
$146,126,465
Employer contributions
$7,421,730
Participant contributions
$22,138,574
Total income / additions
$58,070,451
Benefits paid
$11,553,718
Administrative expenses
$272,936
Total expenses
$11,861,280
Net increase / (decrease)
$46,209,171
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $146.4K · Indirect $0
  2. 2
    ADVISOR · Direct $75K
  3. 3
    ADVISOR · Direct $39.6K
  4. 4
    ACCOUNTANT/AUDITOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828130300NAL0019625280001 cover?
It is the 2023 Form 5500 filing for Sailpoint Technologies Inc. 401(K) Profit Sharing Plan And Trust, reported by Sailpoint Technologies, Inc. (EIN 90-0187685).
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