2023 Form 5500 filing — Sophos, Inc 401(K) 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 20241010152021NAL0021331361001) for Sophos, Inc 401(K) Savings Plan, reported by Sophos, Inc under EIN 04-3328310 and plan number 002. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152021NAL0021331361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sophos, Inc
- EIN
- 04-3328310
- Plan number
- 002
- Location
- Burlington, MA
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,574,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,574,157
- Employer contributions
- $3,826,700
- Participant contributions
- $12,037,876
- Total income / additions
- $41,848,088
- Benefits paid
- $10,362,089
- Administrative expenses
- $88,396
- Total expenses
- $10,455,872
- Net increase / (decrease)
- $31,392,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | CONSULTANT | $52,172 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,724 | $0 |