2023 Form 5500 filing — Confluent, Inc. Retirement 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 20240912125934NAL0005163715001) for Confluent, Inc. Retirement Trust, reported by Confluent, Inc under EIN 47-1824387 and plan number 001. It reports 1,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912125934NAL0005163715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confluent, Inc
- EIN
- 47-1824387
- Plan number
- 001
- Location
- Mountain View, CA
- Participants
- 1,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,769,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,769,674
- Employer contributions
- $1,795
- Participant contributions
- $29,371,437
- Total income / additions
- $56,561,383
- Benefits paid
- $9,434,035
- Administrative expenses
- $15,452
- Total expenses
- $9,499,040
- Net increase / (decrease)
- $47,062,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sensiba Llp | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$20 | $0 |