Confluent, Inc. Retirement Trust — Form 5500 plan (Confluent, Inc)

Plain-English plan 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, Confluent, Inc. Retirement Trust is a benefit plan reported by Confluent, Inc under EIN 47-1824387 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,981 participants and $120,769,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confluent, Inc
EIN
47-1824387
Plan number
001
Plan type
2
Location
Mountain View, CA
Latest filing year
2023
Participants
1,981
End-of-year plan assets
$120,769,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,981H, C20240912125934NAL0005163715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,769,674
Total liabilities (EOY)
$0
Net assets (EOY)
$120,769,674
Net assets (BOY)
$73,707,331

Income & contributions

Employer contributions
$1,795
Participant contributions
$29,371,437
Total contributions
$38,044,467
Total income / additions
$56,561,383

Expenses & distributions

Benefits paid
$9,434,035
Administrative expenses
$15,452
Total expenses
$9,499,040
Net increase / (decrease)
$47,062,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sensiba LlpACCOUNTANT/AUDITOR$15,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$20$02023

Related Form 5500 pages