Plan5500

Sonos, Inc. 401(K) Plan — Form 5500 plan (Sonos, 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, Sonos, Inc. 401(K) Plan is a benefit plan reported by Sonos, Inc. under EIN 03-0479476 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,318 participants and $168,685,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sonos, Inc.
EIN
03-0479476
Plan number
001
Plan type
2
Location
Goleta, CA
Latest filing year
2023
Participants
1,318
End-of-year plan assets
$168,685,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,318H, C20241014173825NAL0013699507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,685,508
Total liabilities (EOY)
$0
Net assets (EOY)
$168,685,508
Net assets (BOY)
$121,792,656

Income & contributions

Employer contributions
$5,865,485
Participant contributions
$19,821,147
Total contributions
$31,473,067
Total income / additions
$58,101,845

Expenses & distributions

Benefits paid
$10,999,277
Administrative expenses
$172,639
Total expenses
$11,208,993
Net increase / (decrease)
$46,892,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$81,613not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$64,617$02023
Bartlett, Pringle & Wolf, LlpACCOUNTANT/AUDITOR$26,409not reported in the loaded dataset2023

Related Form 5500 pages