2023 Form 5500 filing — Sugarcrm 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 20241008124946NAL0016642577001) for Sugarcrm Inc. Retirement Trust, reported by Sugarcrm Inc. under EIN 20-1173875 and plan number 001. It reports 417 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)$28.3MReported net assets$28,306,343

Participants417

Provider compensation$11.8K2 Schedule C row(s)$11,839

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008124946NAL0016642577001
Plan sponsor: Sugarcrm Inc.
EIN: 20-1173875
Plan number: 001
Location: San Francisco, 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)$28.3M total assets

Net assets$28.3MLiabilities$0

Money in vs. money out

Total income / additions$8.3M

Total expenses$4M

Benefits paid / distributions$4M

Contributions

Employer$426.2K

Participant$2.6M

Full reported line items

Total assets (EOY): $28,306,343
Total liabilities (EOY): $0
Net assets (EOY): $28,306,343
Employer contributions: $426,248
Participant contributions: $2,638,351
Total income / additions: $8,309,546
Benefits paid: $3,977,949
Administrative expenses: $11,839
Total expenses: $3,989,788
Net increase / (decrease): $4,319,758

Schedule C

Reported service provider compensation

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

1
Strategic Advisors, Inc.$10.9K
ADVISOR · Direct $10.9K
2
Fidelity Investments Institutional$925
RECORDKEEPER · Direct $925 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008124946NAL0016642577001 cover?: It is the 2023 Form 5500 filing for Sugarcrm Inc. Retirement Trust, reported by Sugarcrm Inc. (EIN 20-1173875).
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).