Sonicwall, Inc. 401(K) Plan — Form 5500 plan (Sonicwall, 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, Sonicwall, Inc. 401(K) Plan is a benefit plan reported by Sonicwall, Inc. under EIN 61-1804948 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $120,853,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sonicwall, Inc.
EIN
61-1804948
Plan number
001
Plan type
2
Location
Milpitas, CA
Latest filing year
2023
Participants
669
End-of-year plan assets
$120,853,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20240920154251NAL0007712849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,853,315
Total liabilities (EOY)
$0
Net assets (EOY)
$120,853,315
Net assets (BOY)
$101,409,731

Income & contributions

Employer contributions
$3,734,769
Participant contributions
$7,474,328
Total contributions
$11,386,849
Total income / additions
$31,178,313

Expenses & distributions

Benefits paid
$11,655,972
Administrative expenses
$78,757
Total expenses
$11,734,729
Net increase / (decrease)
$19,443,584

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$58,997$02023
Strategic Advisors, Inc.ADVISOR$19,760not reported in the loaded dataset2023

Related Form 5500 pages