2023 Form 5500 filing — Sumo Group, Inc. 401(K) 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 20250724165938NAL0014524066001) for Sumo Group, Inc. 401(K) Plan, reported by Sumo Group, Inc. under EIN 27-4152712 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250724165938NAL0014524066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sumo Group, Inc.
- EIN
- 27-4152712
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,502,497
- Net assets (EOY)
- $3,502,497
- Employer contributions
- $254,154
- Participant contributions
- $826,784
- Total income / additions
- $1,585,833
- Benefits paid
- $318,881
- Administrative expenses
- $10,628
- Total expenses
- $329,509
- Net increase / (decrease)
- $1,256,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates | INVESTMENT ADVISOR | $430 | not reported in the loaded dataset |
| Insperity Retirement Services | RECORDKEEPER | $250 | not reported in the loaded dataset |